Estate Planning

Protect your family, your assets, and your legacy.

Estate Planning

Protect your family, your assets, and your legacy.

Passing On Your Wealth With Your Estate Plan

Designing a future that is bright and secure with the right financial plan is your first priority. Ensuring your plans work beyond your lifetime for the next generation or the causes you championed while you were alive are important features of your estate plan.

Protecting Your Wishes & The Ones You Love

The first and most important step in protecting those you love is to make a will. However, most of us will simply fade away rather than experience a sudden demise. Should you be unable to make your own decisions, you’ll need help to manage your health and your wealth.

Leaving a legacy of love means you’ve taken the time to consider how you’d like to be remembered and shared this in an organized way with those who care about you most. Making time to plan can be difficult for busy families. We’re here to help.

 

Where There’s a Will

When you die without a will, known as “dying intestate,” the government, someone who never knew you, gets to decide who your beneficiaries are and how your assets will be distributed. Your spouse will not automatically receive your inheritance if you have children.

To be effective, your will needs to clearly indicate your wishes, be easily found, and be verified by the courts. It must clearly state who your executor will be (the person responsible for carrying out your last wishes and for filing paperwork, including your last tax return).

There’s a lot to think about. Getting help from people who know you and who understand what’s important to you can minimize feelings of overwhelm.

Outside Your Estate

While your will is an essential cornerstone to ensuring your wishes are understood at the time of your passing, not all of your assets need to be included to successfully pass them on to your beneficiaries.

There are several estate planning tools you can use, like life insurance, to enhance your estate while keeping your wishes private. In many cases, these tools help to reduce estate administration fees and avoid probate (the process of verifying the will).

Feel confident your family and loved ones will receive what you intend for them by exploring all your options.

Outside Your Estate

While your will is an essential cornerstone to ensuring your wishes are understood at the time of your passing, not all of your assets need to be included to successfully pass them on to your beneficiaries.

There are several estate planning tools you can use, like life insurance, to enhance your estate while keeping your wishes private. In many cases, these tools help to reduce estate administration fees and avoid probate (the process of verifying the will).

Feel confident your family and loved ones will receive what you intend for them by exploring all your options.

• Kind Words From Clients •

I highly highly recommend Lynn as one of those rare professionals who genuinely cares, provides a warm personal touch, while providing expert holistic advice.

She can answer questions ranging from “how much do I need to save now in order to retire comfortably?” to “what kind of insurance makes the most sense for me now and into the future?”

She always welcomes my questions and she’s been a life saver for me in many ways! I absolutely recommend Lynn to anyone who wants to be smart with their money and maximize their resources.

— Jaeny

The Lifestyle Protector™ understands your big picture.

Money Conversations

Understanding our personal finances can be complicated. We work hard for our money, but learning how to plan for it, invest it, and protect it for future generations can be daunting.

One thing we all have in common is that we want as much life as we can get out of our money. Join Lynn Williams, host of the Money Conversations podcast, as she guides you on understanding what it means — and what it takes — to protect your lifestyle now and in the future.

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“The future depends on what we do in the present.”

― Mahatma Gandhi

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