We work our entire lives so hard to build up our assets so preserving these assets is essential. A properly drafted estate plan accomplishes the following:

  1. Avoids the Probate Court to settle your estate. If your estate ends up being settled in Probate Court, the expense is great and your estate can take years, instead of months, to settle.

  2. Allows you to control your distributions. That is, you decide who receives your estate and when they receive it.

  3. Allows you to make charitable donations if you wish to do so.

  4. Allows you to appoint the person you want to manage your financial affairs if you are not able to and after you pass.

  5. Allows you to appoint an agent for health care when you are not able to communicate with medical personnel.

  6. You can minimize taxes and other expenses with estate planning.

Call Joe Engle today to arrange for complimentary consultation to inform you about the documents and the process of estate planning.

There is no obligation and no up-front costs for the consultation.

Phone number: 805-297-8121