When you think about an estate plan, you need to think about where you want to leave your real estate, life insurance, investment and savings accounts, furniture and personal possessions after you die.

While it may seem complicated and time consuming to list your assets and divide them among family, friends or charitable organizations, not taking this time could put your assets at risk of being distributed according to the probate laws in your state. What does this mean? Essentially, if you don’t have a plan, the court has a plan for you.

We want to make sure our clients’ assets, investments, and possibly estate tax implications are carefully considered within their plans.