Estate & Inheritance Planning

Estate Planning

Estate Planning Puts The Control In Your Hands.

Estate Planning

No matter what your net worth may be, an estate plan is the only way to avoid the probate process and save your loved ones, time, taxes and stress.

If a person passes before setting up a will or trust, their state court system dictates how and when their assets are distributed and who will be their beneficiaries.

Preparing a will enables you to control these and other important matters like: who makes your medical decisions should you become incapacitated, and who cares for your minor children when you’re gone.

At Heritage Financial Resources LLC, we work closely with an Estate Planning Attorney, Carl Sherrets, to give you complete control over your legacy while determining the best, tax-efficient strategy for your needs and goals. The initial consultation with our attorney is always free!

Click here to schedule an appointment for a complimentary review.