Estate Planning

Why Everyone Needs An Estate Plan

We are pleased to offer our clients, their friends and family an estate preservation process that is valid in all 50 states and incorporates more than 25 years of experience.  (You should consider the counsel of an experienced estate planning professional before implementing any strategy)

A key part of a wealth strategy is to protect the wealth you build.  Estate planning plays an important role in protecting your wealth by making sure your wealth is distributed in the way you want after your death.  What better way to protect your wealth than to be in control of it – even after you are no longer living.  Also the compassion having this taken care of for your family is part of the legacy you will leave behind.

Many people think they don’t need to do estate planning if their estate is under the Federal Estate Tax Exemption.  This is not true!  While it’s true their estate may not be in need of protecting assets from Federal Estate Taxes, there is still a need for basic estate planning.

Estate planning is an absolute necessity in order for you to dictate how your wealth is distributed.  Without this in place, the law will make those decisions for you.

The Family Living Trusts we provide for our clients also address what happens in the event you are unable to make your own decisions, both financial and medical.  Proper estate planning addresses not only what happens with your wealth after your death, but also how your wealth is managed during any period of incapacitation.  Planning for this in advance as part of your basic estate plan is a wonderful way to take care of your family and to protect your wealth.

To learn more about how a Living Trust can benefit you, your family and your friends, contact us at 707-446-7623, info@financialcelebrations.com

* Offered through an outside third party. You should consider the counsel of an experienced estate planning professional before implementing any strategy.