In the Blink of an eye life can change forever. Estate Planning is not only for you, An Estate Plan is more for the ones we leave behind. Take care of the ones you love the most.

However, we know two things are certain; death and taxes.  Despite these uncertainties, over 50% of people fail to plan for the inevitable. Because of this failure, a countless number of estates find themselves in the time consuming, expensive, and public process known as Probate.

Estate Plan is one of the most important and thoughtful decisions you can make. The purpose of an Estate Plan is not just to tell the government how to distribute property after your death. An Estate Plan is a way to maintain control over your affairs while alive and after you pass away. So, an Estate Plan allows you to protect your assets and help you and your family maintain your current lifestyle.

The amount of planning required will vary from client to client.  The objective of any Estate Plan is to transfer wealth to the next generation in the most tax efficient way possible.

At T.L. Morson and Associates we specialize in Estate Plans and Wealth Transfer Plans that are customized to meet the needs of each client.  This means our plans are designed specifically for you and the needs of your family.

Take care of the ones you love the most. Call Today for your free no obligation consultation.

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