The General perception of the word ESTATE creates ideas about rolling green countryside, sprawling mansions, and established families with more money than Donald Trump. These images of the wealthy have absolutely nothing to do with the actual truth about most families’ estates or the importance of proper estate planning in the life of most people today.

Take a few minutes on our website to understand what your estate actually consists of and why estate planning is the type of necessity that should not be ignored.

What is an Estate?

Your estate includes all of the property that you own or any part of property whether tangible or intangible, in which you might have an investment in. Your estate also includes but is not limited to; direct financial assets, stocks, mutual funds, insurance, and benefits from retirement, IRA’s, and bank accounts.

What is Estate Planning?

Estate Planning is Estate planning is the management of assets and properties that you have acquired so that you can transfer them at your death exactly as you wish. You have worked your whole life to create the estate you currently possess and one day, usually without notice, you must leave it all behind. Estate planning ensures that your hard work and assets that you have accumulated over the years are not left for lawyers and heirs to decide how to distribute. Without an estate plan, decisions about your estate are made by a court or are controlled by the laws of inheritance.