ESTATE PLANNING, WILLS & TRUSTS

Estate Planning

It  can  be  difficult  to  think  about  what  will  happen  in  the  world  after  we  are  gone.    Failure  to  plan  for  the  future could  see  wealth that  was  earned  over  a  lifetime  lost  to  a  nursing  home  at  the  end  of  your  life.    Come  and  talk  to  us  about  what  you  want  to  happen  at  the  end  of  your  life.

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Wills

A  will  is  a  basic  document  that  everyone should  consider  creating.    A  will  can  direct  who  inherits  your  assets,  who  takes  guardianship  over  your  children  and  who  is  in  charge  of  wrapping  up  your  affairs.  Come see us about creating a will and other useful documents.

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Trust

Trusts are legal entities, similar in ways to a corporation.  A trust can hold property in its own name and distribute that property under conditions that you decide.  Come and talk to Jon about the ways a trust can benefit you.

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