Mark A Schaum, P.A

That’s about right

Throw Back Thursday!

For many of my clients, protecting loved ones is a priority. A proper estate plan can provide peace of mind by ensuring you have nominated guardians for your children and your assets are passed down according to your wishes. 😊

Every adult can benefit from having an estate plan, regardless of wealth. You don’t need to have substantial financial assets or be elderly to start planning.

An estate plan ensures that anything you own at death is distributed according to your wishes. It also involves strategies to minimize potential estate taxes and to coordinate what would happen with your home, investments, business, life insurance, employee benefits and other property in the event of death or disability.

A good estate plan also includes directions to carry out your wishes regarding health care decisions in the event that you cannot give the directions yourself.

Estate plans are especially important if you are married and/or have children. If you want to ensure your loved ones are taken care of, having an estate plan is essential.