Does your Financial and Investment Strategy match your Estate Planning Goals?

 

What is Estate Planning?

"The primary focus is to make sure that your property is getting where you want it to go..."

 

Who Could Benefit from Estate Planning?

"Generally if you have any assets, you should have an estate plan in place."

 

Why Should Someone do Estate Planning?

"If you don't have a will, the state has statutes and they will decide where the assets will go."

 

How Does Someone Start the Process of Estate Planning?

"Generally, you should go to an attorney and a wealth planner to make sure you have will, power of attorney, medical power of attorney and living will in place."

 

What is a Power of Attorney?

"If it's done properly, it gives someone the authority to do everything that is needed to be done."

 

Is Your Investment Strategy in Line with Your Estate Planning Goals