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“We make a living by what we get, but we make a life by what we give.”
Sir Winston Churchill

When you die without a Will in place, not only do the State laws determine who will inherit your estate, the Court will determine who will control your assets after your death. Typically, the heirs select an Administrator; however, in some instances, a County Administrator is appointed because the heirs cannot agree on an Administrator. This can create undue grief and financial issues for your loved ones. Your estate does not need to be worth over $1 million dollars to have proper estate planning documents in place – any property, bank accounts, life insurance policies, or other remaining assets will more than likely have to go through the probate court. Having a valid Will created tremendously helps your family proceed through the process at ease.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

I want to leave my children enough that they feel they can do anything, but not so much that they do nothing.”  Warren Buffett

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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