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Estate Planning

Estate planning is not just for wealthy individuals. There are many aspects of estate planning that
most people generally do not consider “estate planning”. There are advanced directives to put
into place in the event you are incapable of making decisions for yourself, whether it be financial
or medical. If you have minor children, who would you trust to take care of your children if you
become deceased? If someone does not have these types of advanced directives in place it can be
accomplished through a court but it becomes very costly, time consuming and someone else is
making the decision instead of you.

If you do not have an estate plan in place for your assets, the Internal Revenue Service and the
state in which you reside will dictate by statute how your assets will be transferred. If you do not
want the government to make the decision for you, you may benefit from creating an estate plan.
Thoughtful estate planning allows people to arrange their assets to accomplish their own
personal goals and desires. Some common goals include providing financial security for your
immediate family, transferring property to beneficiaries with minimal delay, minimizing estate
taxes and expenses, planning for incapacity, and easing the emotional strain on loved ones.

Thy type of planning that we assist individuals and families with is very personal and
customized. No two clients are the same and, consequently, no two estate plans are alike. Estate
planning is more than fill-in-the-blank forms. Estate planning is taking the time to communicate
and listen to the needs and desires of our clients to accomplish their ultimate goals and wishes.

Our firm has the experience and expertise to assist your family with thoughtful counseling to
provide practical estate planning solutions in a timely and cost-effective manner. We are able to
assist clients residing in Indiana, Michigan and Florida with their estate planning needs.

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