Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own: your car, home, any other real estate or business interests, checking and savings accounts, investments, life insurance and even your furniture and personal possessions. No matter how large or how modest, everyone has an estate and none of us can take it with us when we die.

If you don’t have a plan, your state has one for you, but you probably won’t like it. Given the choice, wouldn’t you prefer to keep control of who gets what and when? Wouldn’t you rather have these matters handled privately by your family and not by the state?

Estate planning involves the preservation of your assets during your life and the proper positioning for distribution of your assets and belongings upon your death. Through careful estate planning you will accomplish your personal and family goals, ease the management of your financial and legal affairs, as well as minimize taxes.

The team at D1 Financial has the professional resources available to help you create a comprehensive plan detailing how your estate can be passed on to your loved ones upon your death, as well as appointing others whom you trust to act on your behalf in the event you become incapacitated.

The best time to begin your estate planning is now.