At the time of death or significant disability, loved ones will be dealing with difficult decisions and serious emotional issues. An estate plan can help make this time easier by protecting your estate from heavy taxation, freeing up assets for immediate financial needs and avoiding probate. Estate planning encompasses more than the distribution of your assets. It covers important issues such as who will take care of your children, who may be called on to handle your medical and financial affairs, and how you can minimize or possibly avoid estate taxes.
Effective planning now will help to preserve your estate and minimize the difficulties in settling your affairs. Let the professionals at MHC&S help protect the future of those you love. Contact:
Tom Pflanz, CPA, CFP®