Bite-Sized Bits of Knowledge

What happens if you fail to plan ahead the default rules

The default rules kick in if you don’t have a plan in place. That means that the state statute will determine your beneficiaries and fiduciaries. For a minority of families, it may be okay. But for most families, the default rules are unacceptable. In either case, the results can be significant and consequential, such that people go through great lengths to ensure that the default rules do NOT occur.

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 3-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.

Offices in Plantation, Florida and Sound Beach, New York (Long Island).

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