Setting Estate Planning

Goals

Each family has a unique story and circumstances surrounding their estate planning needs. Setting clear goals for your assets is the first step in the estate planning process.

Ask yourself what you would like your assets to do for your family when you are gone?

 Would you like to provide a family member with an income to after your death?

 Would you like to fund an education for someone (usually, not not always a family member) after your death?

 Would you like to provide financial support to family members that have special psychological or physical needs?

 Would you like to provide financial support to a parent or other relative, if you die prematurely?