How much money do you want to pass on? Who should inherit your money and your assets? Do you want the state to decide for you? Does the word “probate” scare you? Should you have a will? A trust?
Estate planning can be overwhelming; we can help make it easier to understand.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Your estate plan should be prepared in the way that best meets your family’s unique needs. Whether your situation seems simple or complex we can help.
The professionals at Primoris Financial Solutions Co. are not attorneys and they don’t create estate planning documents. But we work with attorneys and document preparers to help our clients build a good plan to benefit their families and achieve their wishes.