Include instructions for passing your values (religion, education, work ethic, etc.) in addition to your valuables.
Include instructions for your care if you become disabled before you die.
Name a guardian and an inheritance manager for minor children.
Provide for family members with special needs without disrupting government benefits.
Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.
Provide for the transfer of your business at your retirement, disability, or death.
Minimize taxes, court costs, and unnecessary legal fees.
Be an ongoing process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime.
*Estate planning, like tax planning, is a multidisciplinary art. Estate planning often requires collaboration among your attorney, accountant, and financial planner. GWM are not attorneys or CPA's. We are here to be a vital part of your estate planning team.
To learn more, or to just get a second opinion, call 214-545-3311 to schedule a complimentary consultation. Or, start a free 15-day trial of our turn-key, online estate-planning solution, Estate Docs Pro: