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Estate planning isn’t just the responsible thing for you to do as you approach your retirement years. It’s also one of the most effective ways to make sure your loved ones are entitled to your assets after you die. An estate plan dictates how and where you want your assets distributed. It also specifies who will handle your affairs when you are no longer able to handle them yourself.
It’s very important to have a legal plan for your estate because failure to do so could result in a lengthy and expensive probate process. Probate happens when there is no estate plan in place and the state has to figure out where your assets should go
When we help you get your estate plan in order, we often include the following documents:
You may not require help with all of the above documents, and that’s OK. We’ll sit down with you and work in conjunction with your estate attorney to determine what documents you need help with so you can have confidence that your estate plan is in order before you move on to your next adventure.
Grabow & Associates and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
LPL Financial – Dallas Grabow would love to help you with your estate planning needs. Contact us today so you can have peace of mind that your estate will be handled properly after you’re gone.
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