As you near retirement, it is important to start thinking about the future. You have spent your life building your legacy and acquiring assets. Now it’s time to make sure those assets are being protected and that you have a proper plan in place.
How will estate taxes affect you? Who do you want your property to go to? What goals do you have for the legacy you’ve spent your life building? Who will make your medical and financial decisions in the event that you are legally incapacitated and can’t make those decisions yourself?
At this point in your life, having a proper estate plan in place and planning for the future can give you peace of mind. Contact us to schedule a complimentary consultation and see how we can help.