We have all heard Benjamin Franklin’s saying, “If you fail to plan, you are planning to fail.” We may never know if Ben diligently planned every event while he was living, but we do have a copy of his detailed will that explained how he wanted his assets distributed after his death.
Ben spent time planning his estate and naming the executors of his will so that his family and those listed in his will would have a clear understanding of what comprised their inheritance. If Ben can do it with a quill pen in 1778, we believe you can easily plan your estate with the help of an attorney, investment advisor and accountant using our modern day conveniences.
If you’re not sure where to start, come to one of our Estate Planning Seminars, hosted by our Estate Planning Member Advisor, Ray McCoy. Using his knowledge and experience, Ray can help answer common questions that arise when you begin preparing your will like, “What is the difference between a will and a trust? What is a living will and why should I have one? What is probate and should I avoid it?”
With Ray’s advice, you can begin to plan your estate so that during a time of grieving, your family and friends may remain focused on supporting each other, rather than worrying about how your funeral is going to be paid for, if your house should be sold, or any other questions that may arise.
Begin planning your family’s future today and feel confident that your loved ones will be taken care of when you are not around to help make decisions about your estate. Contact any one of our branch locations to register for the Estate Planning Seminar near you!