There’s more to thoughtful and strategic planning than plugging in names and variables. It’s a process. There’s a lot of moving parts. Remember that planning involves probate, guardianship, estate, gift, income and GST tax, marriage, divorce, death, taxes (they are twice as bad), family dynamics, property interests, and other states laws. There’s a lot of parties and it’s a lot to think through to get it right. Strengthening the file to avoid contests and other litigation is an art and science. Like Farmer’s Insurance, having been doing this for over a decade, “we know a thing or two because we’ve seen a thing or two.”.. That helps us better protect clients from the unforeseeable risks that lie ahead. There’s no guarantees, but we certainly help to mitigate that risk.
Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.