People come to planning with different priorities. The first priority that I see is that people want to be in control of how their assets are distributed, to whom they’re distributed, and when they are distributed.
Another reason that people come to planning and another priority has to do with cost. If you don’t have a plan, it’s likely that your estate will have to go through probate and probate is expensive when compared to doing planning in advance.
Another reason that people prioritize planning is that they want to keep everything private. If you don’t have a plan, it’s likely your estate will go through probate and everything that happens in probate court becomes a public record. So if you’d prefer to keep your financial information private, having a plan set up is the way to go.
If you have questions about planning, please click the link or the Contact Us page, and we can schedule an initial consultation:
