What is your Estate for Estate Planning purposes?
The most common estate planning term is the “estate.” Many of my client believe they have no “estate” as it sounds like such a fancy word. But, most people typically have some type of property or assets.
The first step in estate planning is determining the “estate.” To accomplish this, you need to compile financial and personal information. This gives you the chance to review records, gather documents, review life insurance and retirement plan designations, and do much of the groundwork before our first meeting. Check out the Intake Forms to get a head start on the information I need. Contact us for a free 10 minute consultation to get started.
What are the Liabilities of the Estate?
Mortgages, promissory note, debts, bills, etc.
Our gift to you
Get immediate access to our Estate Plan Organizer. Having all of your important papers organized in one place will enable your family to act quickly and without uncertainty if needed. Fill it out as completely as possible, tell someone important where to find it, and store it in a watertight, locked cabinet.
Estate Plan Organizer
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