Leave a lasting legacy. Estate planning ensures that your wealth is seamlessly passed on to future generations according to your wishes. With careful planning, you can enhance your wealth and create an immediate estate that can last generations.
Karen will work with you and your lawyer to keep your estate plan up to date through changing economic and family circumstances, protecting the assets you wish to leave to your beneficiaries.
Estate planning is not just for the rich and famous or for those who are nearing retirement. In general, everyone needs estate planning. By doing so, you are being responsible for making your intentions clear to your beneficiaries and reducing potential conflicts and tedious, costly legal procedures.
Estate planning tools include: