Estate planning puts you in control of important decisions surrounding what happens to your lifetime of hard-earned possessions and assets, who will care for your children (if you have them), and how your family beneficiaries will share your wealth.
Everyone can benefit from an estate plan as they are not only a tool for the rich. Almost all individuals throughout their lifespan will accumulate some type of valuables, capital, and belongings. An estate plan can reduce tax burdens on your heirs and ease the process of transferring assets to loved ones or the next generation.
It’s important that you engage the support of a knowledgeable estate planning professional so you don’t make costly and long-lasting mistakes that can hurt your family.
Roehl & Yi has created a special guide that summarizes five common estate planning mistakes to avoid so you can sidestep hidden landmines that can hold heavy consequences for your heirs.
If you would like to speak with a Roehl & Yi financial advisor about your wealth management and investment strategy, please call 888-683-4343.