"Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending." -_{Carl Bard}

Have you ever been an executor of an estate? If so, then you know administering an estate can be stressful and time consuming. Managing executor responsibilities can require a significant amount of time, personal commitment and a certain level of expertise. At a very high emotional time for your loved ones and family, there are resources and solutions to avoid putting this all on you and your family. Estate planning has become an important tool in deciding how your life will be remembered. Without it, your final wishes may not be carried out as you’d hoped. It can seem overwhelming at first, but with the proper guidance from professionals like accountants, lawyers, investment and insurance advisors, you can ensure that the proper planning is in place. By ensuring the proper planning is in place, you’re able to make sure that all your last wishes are carried out just as you’d hoped.

A few things that have to be considered when planning your Estate:

• Power of Attorney for Property
• Power of Attorney for Personal Care (a great resource for these two different POA's: “ You’ve got the Power!”
• Protection of estate assets
• Assembly and valuation of assets
• Application for probate
• Managing estate assets
• Managing estate tax matters
• Distribution of estate

You’re the steward in planning for and protecting your legacy – we want to help. Let us partner and support you.

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