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Estate Planning

Failing to properly plan your estate can cause unintended consequences for the very people it is intended to benefit, and, in many cases, it can create significant hardships for your surviving family members. The purpose of planning your estate is to arrange your financial affairs in a way that will benefit your family with the least amount of cost and legal implications.

A properly planned estate can help to

  • Ensure that all of your wishes are honored
  • Ensure your children are assigned a guardian of your choosing
  • Avoid the delays, publicity and cost of probate
  • Provide for your family's financial future
  • Provide the capital needed to pay immediate cash needs, settlement costs, and estate taxes
  • Reduce estate taxes
  • Provide for the management of assets during the settlement process
  • Provide a legacy for future generations

Estate planning is not just planning for death; it is also essential to ensure that your affairs are handled in accordance with your wishes while you are alive. Should you become mentally or physically incapacitated and unable to manage your own affairs, tools such as a power of attorney become important life planning tools.

Our professionals help you to understand the benefits of planning your estate and then work with estate planning experts to help you devise a plan based on your family’s needs.

For a complimentary Financial Review, contact Merrick Financial Group today at

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