top of page
  • lmai904

Who needs an estate plan?

Estate Plan is not just for the wealthy. You don’t have to be wealthy to benefit from an estate plan.

An estate plan makes your wishes clear and helps avoid family disputes.

A proper estate plan can preserve assets and provide for loved ones.

Especially Needed if:

1. You have minor children
2. You own property in more than one state
3. Someone in your family is disabled
4. Your spouse isn’t comfortable with financial matters
5. Long Term Care is a concern for you
6. You own a business
7. You are not legally married to your spouse

18 views0 comments


bottom of page