Broker Check

The Top 8 Reasons to Create Your
Estate and Trust Plan

 1.    Avoid dying “Intestate” or your state’s Probate Court will decide who gets your assets, when and         how much.

 2.    Designate your beneficiaries, or the Probate Court will decide for you.

 3.    Designate specific items you want to give to those important to you 

 4.    Reduce stress on your loved ones. Yes, it is very stressful and complicated without a will or Trust

 5.    Avoid family disputes. Most people think this could never happen in their family – it does.

 6.    If you become incapacitated, do you want someone you trust or the state court making medical          and financial decisions for you?

 7.    Designate your minor children’s Guardian, or the state court will decide for you.

 8.    Leave gifts to your favorite charities - Humane society, church, etc.