If you have assets and liabilities, you should have an estate plan.
Estate planning gives you the opportunity to make sure that those who depend on you have the resources they need to carry on.
You can minimize taxes, ensuring that your wealth goes to your heirs, and not the government.
You can ensure that your affairs are settled according to your wishes.
Ask us about our Hatch Muir Estate Organizer - Contact Us
If you do not have a lawyer, please contact us and we will be pleased to refer you to one
Robin Muir, CFP®, CLU®, CH.F.C.