Estate Planning
Estate planning is usually one of the most difficult areas for people to consider when creating a financial plan for their family. After all, thinking about death or disability is very unpleasant. Having said that, proper financial planning can alleviate lots of the stress and insecurity that is associated with the thought of death or disability. It might give you peace of mind knowing that your family will be cared for in a manner that will make you happy.Estate planning is about more than just a will. It's about many things including:
- Making sure your children and spouse will be supported
- Making sure your children will be cared for in the event of simultaneous parental loss
- Minimizing the tax burden on your estate when you pass away
- Providing for your family in the event you are disabled
- Making your wishes known for sensitive subjects like a disability that leaves you on life support
- Making sure all your assets are distributed to those who you wish to have them
Black Swan Financial does NOT have a licensed attorney on staff at this time. The preparation and consultation about specific estate planning documents is considered "giving legal advice" and must be peformed by an attorney.
We can render advice that is of a general nature. Our services in the estate planning area include a review of your documents and a recommendation on what questions you should ask your estate planning attorney. We will even communicate with your attorney if you like to make sure that your estate plan is in synch with the financial goals and objectives we establish with you in the other areas of your life. If you do not presently have legal representation we would be happy to refer you to a competent estate planning attorney to assist with your needs.
