Exactly what is “estate planning?”

Estate planning is not just about what happens to your assets after you pass away. Effective estate planning looks at all of the issues, from death and disability to planning how to pay for long-term care. The objectives of an estate plan are:

  • I want to control my property while I’m alive and well.
  • I want to plan for my loved ones and myself if I become disabled.
  • When I die, I want to give what I want to whom I want, when I want, the way that I want.
  • I’d like to do all of that knowing what it’s going to cost me.

That is what we can do for you. This is what we do for every family we serve.