Estate Planning Services

When you pass, your assets will be passed on to your loved ones. You will be a philanthropist whether you want to be or not. You can pick two of the three you want to give to:

• Loved ones
• Ministries and nonprofits
• Uncle Sam

With proper estate planning, you can decide who you want to give to.

• Estate planning is the process of preparing for the transfer of one’s wealth to family, friends, charities, etc., upon one’s passing. The most important reason to set up an estate is to minimize the taxes paid on the transfer of assets upon death.
  
• Estates are also set up to provide specific instructions on how one’s wealth is used to care for that person into old age when they might lose the ability to care for themselves. It is an excellent idea to begin estate planning early.