Estate Planning Basics

The term "estate planning" is very general and is open to interpretation. Most people think of a will or a trust when they hear the words "estate planning" being used. But estate planning is more than creating a will or a trust. Estate planning is about providing security for your family and loved ones and memorializing your wishes in a legally enforceable document.

Who Should Have an Estate Plan?

Many people believe that only the rich or old should have an estate plan. This is simply WRONG. If you answer YES to any of the following questions, you should have an estate plan in place:

  • Are you married?
  • Do you have children?
  • Do you own a home/duplex/condo?
  • Do you have your own business?
  • Do you have a blended family?
  • Are you prepared for a catastrophic event?
  • Are you over 18 years old and have assets you want to distribute to certain people?
  • Do you have pets you love?
  • Do you want to leave money to a charitable organization?

Estate planning is for EVERY family. It provides security and peace of mind for you and your loved ones. With a plan in place, you can be sure your spouse, children, and family members will be cared for.

REMEBER: EVERY adult who is mentally healthy can benefit from some form of estate planning, regardless of the value of your assets.

To better educate the general public, we have put together an estate planning guide to answer some of your basic questions. This guide is a helpful resource that will provide some more background information about estate planning and what it entails. Please feel free to download this estate planning guide by clicking on the link below:

Your Estate Planning Guide

As you now know, estate planning is extremely important and a necessity for almost everyone. Please contact us to schedule a free consultation with one of our estate planning attorneys. We will sit down with you and take the time to explain the benefits of estate planning and formulate an individualized estate plan to suit your needs. Call us today at (909) 358-9379 to schedule your consultation.

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