During your lifetime, you accumulate a lot of things, some valuable and some not. When you pass away, these things are called your estate. Your estate may include your home and other real estate, life insurance policies, bank accounts, investment accounts, stocks and bonds, and any personal property such as cars, collections, and jewelry. Regardless of how large or small your estate is, one thing is certain. You can’t take it with you when you die.
In very simple terms, an estate plan consists of your instructions for getting your assets to your loved ones when you are no longer here. An estate plan is not just for those who are retired. No one can predict how long they will live. In addition, illnesses and accidents happen to people of all ages. Estate plans are also not just for the wealthy. Estate plans often mean more to those with modest assets since they can afford to lose the least.
The time to develop an estate plan is now. You don’t want your family to be caught off-guard and unprepared when incapacity or death occurs. You will have great peace of mind knowing that you have a plan in place to protect your assets and your loved ones.
It is important to have an attorney that can guide you through the estate planning process and protect your estate from unnecessary fees, taxes, and probate proceedings. I am committed to helping you protect your assets and I would welcome the opportunity to work alongside you in designing your plan. Give me a call at (404) 260-1901 to arrange for a time to discuss a customized and comprehensive estate plan for you. You can also register for an educational seminar at www.twestateplanning.com, or call our seminar line to register at (800) 283-8252.
What exactly is an “Estate”?
When a person passes away, their estate consists of any and all property owned by them at the time of their death, including; your home and other real estate, your life insurance policies, your bank accounts, your investment accounts, your stocks/ bonds, and any personal property like cars, collections, jewelry, etc. To protect your estate from unnecessary fees, taxes and probate proceedings, it is important to have an attorney guide you through the estate planning process. I am committed to helping you protect your estate, and would welcome the opportunity to work alongside you in making your plan. I am committed to helping you protect your assets and I would welcome the opportunity to work alongside you in designing your plan. Give me a call at (404) 260-1901 to arrange for a time to discuss a customized and comprehensive estate plan for you. You can also register for an educational seminar at www.twestateplanning.com, or call our seminar line to register at (800) 283-8252.