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Wills and Trusts ensure organized and orderly asset transition so you can rest easy!
- Determine who distributes your assets
- Determine how your assets will be distributed
- Designate an executor to oversee asset inventory and distribution of property
- Ensure the guardianship of minor children
- Reduce taxes with family gifts and charitable contributions
Benefits of Estate Planning
- Maximized transition of wealth to your beneficiaries
- Guards assets against contingencies
- Provide for and ease the burdens on your family
- Protect and ensure the transfer of your assets
- Minimize expenses and taxes
- Mitigate the risks of escalating health care costs
- Provide for beneficiaries with special needs