Who Needs an Estate Plan?

  • Parents need to plan for the care and guardianship of minor children.
  • People with modest assets who own a home must plan for the distribution of assets to avoid having their entire estate eaten up in probate fees and costs.
  • Gun owners may hold firearms in a trust to limit fees and government involvement in the transfer of ownership. Learn more on Gun Trusts >>>
  • Frugal planners may minimize the costs to heirs by spending a bit now to save money and conflict later.
  • You may wish to place limits on the use of your wealth following your death – for all sorts of reasons.

Request a consultation today to learn more about the reasons you need an estate plan!