SUMMARY
The process of estate planning can be intimidating and confusing, but it is essential to protect your family and the
things you work so hard for. And it’s important to know that you are not doing it alone. By partnering with a financial
advisor and an estate planning attorney, you get the proper guidance to focus on the strategies that are right for you
and your situation. Besides the financial benefits, proper planning gives you control of your assets, getting the right
things to the right people without over-burdening them during one of the most difficult times of their lives (either your
incapacity or death).
This is where having a good estate planner