Tag: estate plan

What Happens if you Die without a Will?

Many of our clients don’t know what probate is, and that isn’t necessarily a bad thing. If you’ve never had a loved one die, you may never have experienced it. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs. In other words, if you didn’t write your own will, the state has one for you.

Financial Plan vs. Estate Plan-What’s the Difference?

A Financial Plan is a look at your current financial health and a map to help you reach your goals. It looks at income, expenses, assets, and debt. If you keep all four of these in balance, you should have enough money to invest in a way that matches your risk tolerance. A well-designed plan puts you on track to reach your goals.

estate plan finances financial plan savings