Did you know?
Estate Planning is often one of the most overlooked areas of personal financial management and an estimated 70% of Americans do not have an Estate Plan. That's a shocking percentage!
What exactly is your "Estate"?
An estate consists of all the property a person owns, including real estate, cars, cash, personal property, bank accounts, and other assets.
Let's clear something up...
You don’t have to be wealthy or retired to have an estate.
Estate Planning is for everyone, including you!
Why do you need an Estate Plan?
An Estate Plan can help protect you, your family, and your assets. Proper Estate Planning saves you and your loved ones money, passes your assets in the way you desire, provides direction during incapacitation, determines care for your children, and bestows peace of mind.
What now?
Whether you already have an Estate Plan plan, or not. Sometimes we need a little reminder. National Estate Planning Awareness Week is the perfect time to make sure your affairs are in order in the event of sickness, an accident, or untimely demise.
Contact our office to set up an appointment at (631) 683-8700,
in order to discuss creating a new Estate Plan, or making changes to your existing documents.
For your safety, we are offering phone and video conferencing options in addition to in-person appointments.
