The Estate Planning Seminar
By Montgomery Law Firm, LLC, Attorneys at Law
Upcoming Seminar Dates
Best Western Sea Island Inn-Beaufort Tuesday, February 5th, 10:00am-12:00pm
The Westin- Hilton Head Tuesday, February 5th, 3:00pm-5:00pm
Hampton Inn & Suites-Bluffton Wednesday, February 6th, 10:00am-12:00pm
Leave Your Checkbook at Home but Bring Your Calendar!
Defining Estate Planning
What is estate planning? Estate planning is the creation of a definite plan for managing your wealth while you're alive and distributing it after your death. When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. These assets may be owned by you separately or jointly with others.
Why This Is Important
Many people do not give a single thought to the certainty of their own death, yet it will happen to each and every one of us. Estate planning forces us to face the financial and emotional consequences of death and takes action to minimize the effects on our families. But, if people were asked to summarize their estate planning wishes, most would simply say that:
They want their estate to be distributed to the people they choose according to their wishes
They want to avoid excessive attorney's fees, court costs and unnecessary delays in passing on their property
They want to avoid, or at least minimize, the payment of state and federal death taxes
Are You Ready to Get Started?