Estate Planning

Estate Planning

Estate Planning Introduction

(For “advanced” estate planning for clients with estates over $10,000,000, please click here).

Do you think your estate plan is in order?

Many people think that because they have an attorney and an accountant/CPA/EA they work with that the answer is yes. That may not be the case.

The following are statistics about the general public when looking at a group of ten.

*Provided by the Wealth Preservation Institute

Many people know their estate plans are NOT in order but believe they are too busy and that they will get to their estate plan “when they have the time.”  If you have been saying that to yourself, please act now to put an estate plan in order.

Estate planning itself is a very broad topic and cannot be covered in an introduction webpage. Therefore, we have listed a few of the more important topics that may not be dealt with properly in many estate plans. We encourage you to click on the links below as well as the links in the estate planning drop-down menu at the top of the page. We are confident that this site will help you learn more about estate planning and we hope you will contact us to help put together a complete plan that covers not only your estate plan but also your asset protection plan and financial plan.

If your estate plan is not in order and you would like help from our firm and its affiliate partners, please click here to email us or phone 704.464.2426.

To sign up for a free consultation or to just get more information click here.

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