Not every shot requires your driver, and not every estate plan needs the same tools. In estate planning, the “clubs” are the tools, such as wills and trusts.
Experience is the best teacher. Your “caddy” is your estate planning attorney. The seasoned advisor, helping you evaluate the available estate planning “clubs” and select those that will get you closest to the hole.
An estate plan typically has some of the following goals: avoid probate, designate someone to make medical and financial decisions for you, minimize estate, gift, and income taxes, protect assets from creditors, lawsuits, or divorces, qualify for means-tested government benefits (e.g., Medicaid), and leave a lasting legacy through multigenerational planning.
With the right tools in hand, you can keep your plan on course and headed straight for the green.
Call to schedule an appointment today.
