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"Sell some of your stuff now,
give to the poor,
you will have treasure
in Heaven waiting for you."
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Matt 6:19, Mark 10:21, Luke 18:22

Estate planning is not just for “the wealthy,” either, although people who have built some wealth do often think more about how to preserve it. Good estate planning often means more to families with modest assets, because they can afford to lose the least.

An estate plan begins with a "WILL" or "LIVING TRUST".

A WILL
, provides your instructions, after your death. It does not always avoid probate, because anyone who contests your Last Will & Testament and bring a lawsuit.

A LIVING TRUST reflects your love and values to your family and future generations, and avoids probate at death, because you are still alive to act as your own executor.

Unlike a will, a trust doesn’t have to die with you. Assets can stay in your trust, managed by the trustee you selected, until your beneficiaries reach the age you want them to inherit. Your trust can continue longer to provide for a loved one with special needs, or to protect the assets from beneficiaries’ creditors, spouses, and irresponsible spending.

The best time to plan your estate is now.
None of us really likes to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. Don’t wait. You can put something in place now and change it later, which is exactly the way estate planning should be done.

Don't be overwhelmed with all of the issues that come with dispersing an estate. Leave it to the pros for a smooth estate departure.

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Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker and broker.

Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your Last Will & Testament.

What are the 1-2-3 main priorities you want to ensure with your estate plan?
#1. Caring for your children and/or loved ones.
#2. Directing your own finances and/or care if you are incapacitated.
#3. Distributing your assets after your death.

Common
estate-planning mistakes
1) Not having an estate plan. ...
2) Keeping your estate plan a secret. ...
3) Going it alone. ...
4) Not keeping your estate plan updated.
5) Failing to change beneficiary information. ...
6) Forgetting to include health care in your estate plan.

What are the most important documents for estate planning?
The five most important documents to have in your estate plan is your will, a trust, powers of attorney, advanced medical directives, and beneficiary designations.

Why choose iEstating.com
We handle everything from beginning to end, staying in contact communicating every step of the way, you never wonder what's going on. We take the time to fully understand your needs. We work at your pace not ours, we work to put your mind at ease. We understand the emotional aspect dealing with loss.

How much advance set-up notice do you need?
Call now so we may begin planning all your set-up details. The amount of set-up notice varies on organization planning requirements.

To be continued...
Call in your questions 206-664-1945
Jesus said “If you want to be perfect, sell your possessions and give to the poor, you will have treasure in Heaven. Then follow me.” Matt 19:21



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