Estate Planning

There is so much more to estate planning than planning for your eventual demise.

There are actually three separate plans in an estate plan:

1. The first is for accumulation of assets;

2. The second plan is to preserve assets - once they are accumulated;

3. Finally, plan for distribution of your assets - to your beneficiaries.

Planning for the distribution of your assets is important ...

• It allows you to say who gets what, thus avoiding any problems later.

• It means you can take care of your spouse and remaining family members. You can even make provisions for any special members such as minors or handicapped heirs.

• It avoids delays in the distribution of your estate.

• It reduces the cost of administering your estate.

 Contact Deborah Jones and Associates for all your advice needs to assist with the development of a Financial Plan.

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