Estate and Gift Planning
There are two major areas we look at when we are doing estate and gift planning.
- Contingency Plan –
- What happens to your assets in the event of an unexpected death?
- Are your assets titled correctly?
- Do you have a will or trust?
- Do you have an Advanced Heath Care Directive?
- Estate and Gift Plan
- What is your expected plan for your assets?
- Who do you want to receive your assets and when?
- Do you want to give any gifts during your lifetime?
- Are are your title to real estate and your accounts up to date?