05.01.20

What is included in a well designed estate plan?


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Many people assume that a basic estate plan means having a will. 

In reality, a well designed estate plan includes provisions allowing your family access or control of your assets should you become unable to do so yourself. All assets should be able to transfer seamlessly to your heirs upon your death.

 

Refer to this list to determine if your estate plan is adequate. Contact our office if you have questions.