“It does not do to leave a live dragon out of your calculations, if you live near one.” – J.R.R. Tolkien

Estate planning is about assessing the risk and ensuring that your wishes regarding your assets take place.

Help for Estate planning

Here is how I am uniquely positioned to deliver solutions in Estate planning.

Assets Value Protection

In the example below, notice from 2007 to 2009 the difference in the market. 

The market goes up and down. That is normal. The death benefit means that your beneficiary has the potential of getting a higher value. 

Cost

Many of us do not think through the cost of death, but it is a reality that our families will face. By making a plan, we can work together to bring down those costs and lower the taxes paid by your estate or family. 

Control

If you have no plan, the government will decide what happens to the things you worked hard for. This is about taking control and stewarding the resources you have. 

“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra

Creditor Proofing

This works to protect your assets from creditors in case something should happen later in life.

I can help you create a plan to leave a legacy for your family. 

Let’s meet.