Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil’s in the details. There is no better application than thinking through planning where a spouse is not financially responsible. It’s a challenge to say to a spouse that you can have assets that belong to you but cannot control them. If you don’t think so, try it. But to protect and preserve assets and ensure wishes are honored, it’s part of our toolbox. We have developed solutions to this conundrum that make both spouses happy. Estate planning is an art and science, and we enjoy it. Give us a call today to get started, especially if this applies to you.
Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.