What is Estate Planning?
Estate Planning is about protecting your family's financial future. Whether you are single, married or divorced - your Estate Plan will consist of the legal documents required to streamline the transition of the wealth that you've created over your lifetime to those who you care about the most.
An Estate Plan generally consists of four documents:
- 1. Will
- 2. Health Care Proxy
- 3. Durable Power of Attorney
- 4. Revocable Living Trust
With these Estate Planning documents in place, you can rest easy knowing that everything will be taken care of if something were to happen to you. You can help your family avoid unnecessary delays, taxes, legal fees and administrative expenses; and you can make sure the right things go to the right people at the right time.
Ready to get started? Don't wait a minute longer - Call us at (781) 202 - 6368 to schedule your Free Estate Planning meeting today!