Estate Planning During the Holidays

Video Transcription

This time of year, there is so much to be grateful for.  Especially when it comes to our family and friends. Because Thanksgiving offers a chance to get caught up with the ones you love, it can also be a good opportunity to talk about the future. Attorney Randy Doane weighs in on the importance of setting up your estate plan for your beneficiaries:

“Well without planning, one, for large estates there can be a huge estate tax. Want to try to avoid that if it’s going to be an issue.  Number two, want to make sure assets go to who we want them to go to. Number three, often overlooked is we want to make sure assets pass to children and other beneficiaries in a protected manner.”

You will always want your loved ones protected and the guidance of an experienced estate planning attorney can be invaluable for making sure your wishes are carried out and your assets stay in the family. And that’s something we can all be grateful for. Whether your goals involve estate planning, tax planning, guardianship, or even a pet trust, the experienced attorneys at Doane and Doane can assist you every step of the way.

For more information or a free consultation call 561 656-0200.