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Loved Ones
You will be doing your loved ones a favor by planning in advance how you want your financial affairs to be managed, and the type of medical care you want to receive, if you should become incapacitated or terminally ill. Without planning, those decisions may require court proceedings that can be expensive and stressful for your family.
Asset Protection
People from nearly all walks of life can benefit by integrating asset protection with their estate plan. This is especially important for professionals in high liability areas. It is a mistake to think that only the wealthy need an asset protection strategy. Taking steps to protect your assets in advance, could benefit your family for generations.
Legacy Planning
An estate plan should determine the destiny of your assets in a way that also supports your core values. Legacy planning will impart your wisdom and values to your beneficiaries so they, in turn, can utilize their inheritance in the way you had envisioned. Trusts and Wills are the primary legal instruments used for legacy planning.
Business Planning
Your business may represent the most significant portion of your overall estate. Without proper succession planning, your business could be subject to substantial estate taxes, or be forced to sell or close upon your retirement or death. Your business exit strategy should be an integral part of your estate and retirement planning.