Ensure your assets are distributed according to your wishes, and that your family's future is secure.
Planning allows you to control the distribution of your assets so that you can provide for heirs, minimize family conflict, and avoid unnecessary court proceedings. Without advance planning, you are leaving these critical decisions in the hands of others.
Maximize the transfer of your assets through strategic planning.
The transfer of assets from a grantor to a beneficiary may trigger tax consequences. But, if you implement strategies to minimize such potential tax liability, your chosen beneficiaries will have more of your assets to preserve.
Give the next generation clear guidance on family priorities paired with a solid financial foundation.
Your legacy is more than just your assets. Your values and your priorities are key parts of your legacy. Planning allows you to help shape the future of your family, and leave a mark that will stand the test of time.
Designate only the individuals you trust to manage your healthcare decisions.
If incapacity occurs, you don't want to leave your healthcare decisions in the hands of someone you don't know or trust. Your well-being is too important. Memorialize your healthcare decisions so that only trusted individuals are permitted to make decisions on your behalf.