Intangible Benefits of Estate Planning

1. Peace of Mind knowing that your assets, self, and family are protected for your lifetime and beyond.

2. Increased confidence that you can handle what challenges life presents to you.

3. Pride in a job well done.

4. A sense of accomplishment that you have completed your plan.

5. Freedom from physical and emotional stress that comes from uncertainty about the future.

6. Satisfaction knowing you are saving money, fees, emotional stress, trips to court, & time for you and your family.

When you want to get these benefit for yourself, call us today at (479)717-6300 or Click here to contact us

7. Comfort knowing you have prevented emotional stresses for your family.

8. Relief knowing you have kept your private family business private.

9. Satisfaction that your family is protected.

10. A sense of fulfillment knowing you have preserved family history for future generations.

11. Comfort because your assets will be transferred immediately, without interference from courts and judges.

12. Happiness because your wishes will be carried out by people you know, love, and trust.

When you want to get these benefit for yourself, call us today at (479)717-6300 or Click here to contact us

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Mistakes That Cost You Money and Dignity

Doing Nothing

 

Creating a Plan then Not Funding It

 

Failing to Check Your Beneficiaries At Least Anually

 

I Don’t Need Estate Planning Because I own much less than the federal estate tax exemption

Don’t confuse estate planning with estate tax planning. Estate planning is about making sure your assets will go to the people you want to have them with the least amount of delay and costs. Good estate planning also includes a plan for incapacity. This is something everyone needs to do, regardless of the size of your estate. And while most people are now exempt from federal estate taxes (the exemption is above $5 million), you may need to plan for state death or inheritance taxes, which typically have a much lower exemption.

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The Truth About Control

What is the worst feeling you’ve ever had?

• Anxiety?
• Sadness?
• Depression?

How about that feeling you get when you are completely out of control of your life?

Imagine a time that you don’t get to make your own decisions anymore.  You don’t decide where you live, how your money is spent, or what you get to do.  Imagine a time when you don’t get to decide who gets your money and property.  Think about having a judge make your choices for you.

That is what you are risking without an estate plan in place.  An estate plan is about more than just giving your stuff away; it’s about protecting your decisions during your lifetime.  It’s about protecting your money during your lifetime.

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