Estate planning involves developing a complete strategy for managing your assets. Estate planning is “life planning,” and usually requires the preparation of several sophisticated legal documents.
This strategy must be properly documented and maintained by a committed professional who has taken the time to get to know you and your specific needs.
Many people have the misconception that estate planning is for the wealthy. That belief could not be farther from the truth! Estate planning is for every husband, wife, mother, father, grandparent, business owner or professional who:
- Has someone they care about
- Is concerned about providing responsibility for their own well-being and the well-being of loved ones
- Is seeking to make a difference in the lives of others after they are gone