Estate Planning Strategies for Everyone

“Estate Sale.”   What do you think of when you see these words? An estate sale sign is a symbol of problems you can avoid. You only need to have an effective estate plan.

As a lawyer, I see this sign too often. Many times it’s in connection with an estate planning failure.

It can happen to your loved ones. They might be  forced to sell assets to pay taxes or support themselves.

People always say to me, “I don’t want my money wasted on taxes, legal costs and delays. I want my money to go straight to the people I love.” Estate planning will help you make sure that happens.

Picture it looking like this:

Estate – what you leave behind when you die, including your assets and liabilities. Think of “estate” as another word for your loved ones, the people you want to benefit from your financial wisdom.

You want your hard-earned money going to those closest to your heart. This is the goal of your estate planning.  Effective estate planning helps your loved ones. 

Let’s say you have bought a home. Maybe you started a business or made investments to provide for your family. What happens to all of this should you become incapacitated by illness or pass away? You must plan for these possibilities.

Good intentions and verbal promises are worthless. They will only create trouble for your loved ones. You must take action.

Don’t wait for an emergency. Get started now. Breakthrough Estate Planning will help you unlock the mysteries of planning your estate. Get answers to the 7 essential estate planning questions everyone has. Click here to read a free sample chapter.