We don’t know the time or circumstances of our impending death. With the proper estate plan in place, you can rest assured your final wishes will be fully carried out. You can transform your family for generations to come, simply by keeping your plan current and properly aligning your assets.
• Don’t just purchase documents, implement a thoughtful plan. A goal without a plan is just a wish.
• Your plan is only as good as the assets aligned to it. Titling and beneficiary designations can either cost or save you.
• Probate avoidance is key, but asset protection should also be considered.
– Kara A. Sajdak, Esq., The Dorcey Law Firm, PLC