Estate Planning from Lochinvar

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Estate Planning From Lochinvar

The mere mention of estate planning makes some people nervous. However, the alternative can mean squabbling among your heirs or assets going to unintended recipients. Your estate could be tied up for many months or years, with thousands upon thousands of dollars lost to probate fees and estate taxes (not to mention some very grateful attorneys.)

Nearly one-half of those individuals over 50, whose income and assets suggest that they should have a will, don't have one. Far fewer - about 15% - have properly written living trusts to keep their assets out of probate. Lochinvar can help.

The goals of estate planning are quite simple:

Preserving and protecting the assets you have worked a lifetime to accumulate
Making sure that your assets last as long as you do
Assuring a lifetime income for your spouse
Seeing to it that your property ultimately goes to your intended heirs
Assuring continuity for a family business or farm
Minimizing the drain from gift and estate taxes, as well as probate fees

At Lochinvar Financial Planning, we try to look beyond the numbers to consider your desires, your values, and your dreams. What would you like to accomplish with the resources you've amassed? Are there some eventualities that you might not have considered?

Lochinvar can also help with other questions:

How should your assets be titled?
Is life insurance a good investment under some circumstances? What about annuities?
What's the best way to fund education expenses for your grandchildren?
How much can you expect from Social Security?
Who will get those assets in your retirement plans- your heirs or the IRS?
Do you need long-term care insurance?