• DJ Jennings |
  • 907-301-8862

Estate Planning

 

Estate planning is the process of preparing for the distribution of your assets and the management of your affairs after you die or become incapacitated. Estate planning is important for several reasons:

  1. Protect Your Assets: Estate planning can help you protect your assets and ensure that they are distributed according to your wishes, rather than being subject to the laws of intestacy or the decisions of a court-appointed guardian.
  2. Minimize Taxes and Fees: Estate planning can help you minimize taxes, probate fees, and other costs associated with the distribution of your assets, thereby preserving more of your wealth for your loved ones.
  3. Avoid Family Conflict: Estate planning can help you avoid family conflict by clearly stating your wishes and providing a roadmap for the distribution of your assets.
  4. Provide for Loved Ones: Estate planning allows you to provide for your loved ones, ensuring that they are taken care of financially after you’re gone.
  5. Appoint a Guardian for Minor Children: Estate planning allows you to appoint a guardian for your minor children, ensuring that they are raised by the person you choose if you are unable to care for them.
  6. Plan for Incapacity: Estate planning can help you plan for the possibility of becoming incapacitated, allowing you to appoint someone to make decisions on your behalf and manage your affairs if you are unable to do so.
  7. Peace of Mind: Estate planning provides peace of mind, knowing that your affairs are in order and that your loved ones will be taken care of after you’re gone.

In conclusion, estate planning is an important process that helps you protect your assets, minimize taxes and fees, avoid family conflict, provide for your loved ones, appoint a guardian for your children, plan for incapacity, and giveyou peace of mind.

Thorough Plan

Being able to encompass all your financial affairs.

Professional Agent

Quality and professional paperwork to execute your plan.

Easy Management

Ability to update and file your records digitally without the need for crippling costs in the future.

Why Estate Planning?

Estate planning is not just about distributing your assets after you’re gone, it’s about securing your legacy and ensuring that your wishes are carried out exactly as you intended. By properly planning your estate, you can avoid the costly, time-consuming, and often public process of probate, ensuring that your assets are distributed quickly and efficiently to your loved ones. Don’t leave the future of your family and your assets to chance, make estate planning a priority today and secure your legacy for generations to come.

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FAQ

General Questions

Does it cost anything to meet with your team?

No, legally, our team can not take any money made out to them or our company. Our clients have the financial relationship with the insurance companies we qualify them for.

How long is a typical meeting?

Initial meetings can be done in 45 minutes to an hour. Your meeting may run longer due to the questions you may have for your situation.

I already have coverage through work. Do I need insurance?

This is always situational as we do not know what your retirement package may entail or what your work insurance covers. We highly recommend our policy review service in this situation.

I already have life insurance through my credit union. Do I need this?

Most life insurance programs through credit unions and banks are situational. They may decrease or reduce benefits or be limited to a certain age. We recommend our policy review service to understand fully what you have been paying for.

I have coverage through another company already. Do I need this?

This is also situational as life is constantly changing. Most people get coverages for loss of income, mortgage protection, final expenses or to further their financial legacy. We recommend our complementary insurance needs analysis for a better answer to your situation.