ESTATE PLANNING

Ensure your legacy will carried down to the next generation!

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What is Estate Planning?

  • The arrangement of the transfer of an individual's assets in anticipation of death.
  • A will is a legal document that provides instructions on how an individual's assets and custody of any minor children should be handled after death.
  • Wills and trusts are the most common ways to dispose wealth
  • Assets included in an individual’s estate could range from houses, cars, stocks, life insurance, and debt.

Benefits of Estate Planning

  • Guaranteed death benefit for beneficiaries
  • Tax-free cash value
  • Covers final expenses

Types of Estate Planning

Percentage of Americans Who Have A Will
32%
Percentage of Americans Who Have Less Than $5,000 Saved For Retirement
22%

Phone

+1 (772) 577-6179

Fax

+1 (772) 762-4666

Email

[email protected]