Estate Planning

Everyone has an estate plan, whether they realize it or not.  Either you’ve done some planning, or your State of Residence will have a plan for your heirs and for your assets.

It is a great understatement to say this is not ideal.

Estate Plans range from a simple handwritten will, signed in front of some witnesses, all the way to a multi-generational, multi-trust, complex document.

The point is, tardiness in  estate planning is an often made mistake which can be very easily avoided.

It only takes a few minutes for us to be able to suggest a few different methods of taking care of this very important project.

In most cases, we suggest a few local attorneys you might visit with, at no charge for the initial consultation.  So, it costs you nothing to find out what you need.

Regardless of the amount of planning you decide to do, please do some amount of planning so that you can maintain control of the things you’ve spent a lifetime accumulating.

And have clear, well communicated instructions for the next generation.

Contact us, and we’ll help you get started in the right direction.

Blackbridge Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.