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Estate Planning
(Final Expenses & Will Preparation)
When I pass away, what happens to my home or car? How about my investment accounts or personal possessions?
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Estate Planning is the process of arranging how your assets will be managed, distributed, and protected during your life and after your death. It involves legal and financial strategies to ensure your wishes are respected, your loved ones are well cared for, and taxes or probate fees are minimized.
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Everyone has an Estate. Your Estate is everything you own minus your debt.
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Car, Home, Real estate
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Bank Account: Checking, Saving, GIC
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Stocks, Bonds, Mutual Funds
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Annuities
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Retirement, Pension Plans
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Businesses: Sole Proprietor, Corporation, LLC, Partnership
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Furniture, Personal Possessions
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Estate Plans Are Not Just for the Wealthy, but for Smart People
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Key Components of Estate Planning
At our firm, we provide all of the Estate planning key components above in one special package tailored to your needs:
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​Affordable premiums
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Covers from 18-74 years of age
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$10,000 to $25,000 coverage for people with medical conditions
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$10,000 to $100,000 coverage for people in good health
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Paid to the beneficiary within 24 to 48 hours