ESTATE
ESTABLISHMENT
Estate establishment
You Decide Or The State Will Decide For You!
There are two compelling questions everyone needs to answer:
- Who do you want to make decisions if you were incapacitated or passed away: You or the courts (probate)?
- How much of your estate do you want to be paid to courts and lawyers?
Do you know that you already have an estate plan. Its either your plan or the governments plan. Who do you want making some of your most important life decisions, you or the government/judges? How much of your estate do you want to be paid to courts and lawyers? The question becomes will it have to go through probate. If you don't have a trust in place it will. Properly planning an estate and inheritance is something most people put off. There is so much that we all have going on in our lives and estate planning ends up being put into the "someday bucket". Some of the common reasons we hear are:
- It's too complicated
- I don't have enough assets
- It's uncomfortable
- It cost's too much
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A Legacy is what we leave inside of those around us, an inheritance is what gives them the capacity to do something about it”
FINANCIAL CONVERGENCE
We help address all of these issues so that your financial picture can become properly aligned.
You decide or the State will decide for you. Having a trust, living will, advanced healthcare directive and power of attorney's in place puts you in control. Download our e-Book Understanding Estate Planning!
Empowering legacy through inheritance is fundamental to our purpose. We partner with you in establishing your estate to create successful funding strategies (especially for those living in Mandatory Probate states). Establishing your trust and properly designing your asset structures within it is crucial.
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