Estate Planning

Estate Planning

Estate Planning

Planning for your estate requires official, legally recognized documentation to be prepared and notarized to verify its authenticity of origination.

Estate planning is not just about planning for what happens to your property after you die; it is also about planning for what happens to you if you become mentally incapacitated.

Understanding who legally owns the property is the real key to good estate planning since legal ownership determines who will inherit it after death.

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Purpose:

  1. Understanding Taxes that can affect your Estate.
  2. Essential Estate planning documents for you & your family.
  3. The advantages of having a Will.

Outcome:

  1. Reference guide in relation to Will, Probate, Administration and Living Will.
  2. Review of Estate documents. 

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