Estate Planning
Estate Planning
The term "estate" is no longer associated only with the ultra-wealthy. Nowadays many households, especially middle-class families, can benefit from having an estate plan.
Estate planning allow you to choose your beneficiaries. Without an estate plan, family feuds may develop, or the courts will often decide who gets your assets possibly resulting in a lengthy, costly process.
Furthermore, an estate plan can also protect you and your assets in the event you become incapacitated or cannot make decision for yourself.
We can introduce you to a reputable estate planning attorney to guide you through the process and develop strategies to protect your wealth well into the future.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
clientservices@putmancpa.com | 949 502 6700