Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.This may seem simple but due to complex estate tax laws and an abundance of investment vehicles the implementation of a quality estate plan is no easy task.
A common misconception is only “wealthy” individuals are in need of estate planning, nothing could be further from the truth. Call us today to speak to one of the Estate Planning attorneys in the Daly Advisory Group network and discuss your specific needs.