There are several reasons why people delay estate planning. Some may be single, young, childless, don’t think they own enough assets, or believe they don’t have the time to go through the process. While these reasons may sound legitimate, they are precisely the reasons why one should make time to set up an estate plan. Luckily, our estate planning team can help you through the planning process, making it a breeze for you to tick off this vital task from your “ways to look out for my future self” list.
This work might seem overwhelming, but it doesn’t have to be! You can start with a complimentary consultation from an estate planning attorney.
Estate planning involves arranging your assets to ensure they are distributed according to your wishes after your death or incapacity. Without a plan, your family may face unexpected challenges. It’s essential to have an estate plan to take care of your loved ones.
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A beneficiary is someone who receives assets from you, such as an individual, a non-profit organization, or another entity. Estate planning is a process that enables you to specify how you want your assets to be divided and who you want to inherit them after you pass away. If you do not have a proper estate plan in place, your assets may be distributed according to state law, which may not reflect your wishes.
An estate plan can safeguard your beneficiaries’ inheritance from creditors, lawsuits, or divorces, ensuring that your assets are utilized for their intended purposes.
Probate is the legal process of distributing a deceased person’s assets. It can be time-consuming, expensive, and public. Estate planning can help avoid probate and allow for more efficient asset distribution.
Estate planning can help minimize estate and beneficiary taxes. Proper planning enables tax-efficient asset transfers.
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– William James
Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or from Google. Click here for our Google profile.
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The holidays offer a meaningful opportunity to discuss estate planning with family. While it may seem like a serious topic, having this conversation reflects our care for one another and the future. By gathering together, we can strengthen our family bonds and ensure that everyone feels informed and supported as we navigate what lies ahead.
October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.
