Estate Planning is simply ensuring that your family and loved ones are taken care of adequately. It helps you ensure that your assets are distributed according to your wishes when you are no longer here. Many of us try to avoid this topic even to our own detriment and to those we love. We are afraid to think about it. But there are so many amazing parts about estate planning. One of them is it has tax advantages.
We have some questions to help evaluate your current situation Answer Yes or No to the following questions:
This evaluation is the first step. Now go ahead and ask all questions relating to leaving that timeless legacy for your loved ones HERE or send us an email to info@fbntrustees.com and an advisor will help you get started on your journey.