An Introduction to Estate Planning

Here is information about a topic that is often not discussed enough.  That is the importance of creating an estate plan to protect your family.  Every family has assets, including the family’s home if you own.  Discussing everyone’s wishes ahead of time will help you create clear and concise directions.

Estate Planning

 We are also providing you with a checklist of things you will need to have documented.  This will help you to ensure that your affairs are in order.  If you need any assistance contacting a professional who offers this type of service, please let us know.  We will be happy to provide you with a referral.

Estate Planning

As you consider your estate planning, you may also want to consider something else that isn’t totally unrelated.  This is especially true if you’re planning an estate for elderly relatives.  We are sharing some tips for downsizing.  Making the decision to downsize, whether it is for yourself or for a loved one, can be emotional.