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The Importance of Estate Planning

Estate Planning isn’t just for the affluent – it’s for all those who want to protect the people they love and the assets they’ve worked so hard to build.


In simple terms, estate planning is the process of arranging for the legal disposition and administration of assets after death.  Assets can include anything from real estate or a business, to bank accounts, investments and personal belongings.  Estate planning can help minimize fees and taxes, provide for loved ones, establish a guardian for dependents, set up inheritances and more.


We can help create a clear plan for your estate, and help make sure that your money lasts for years to come. Introduce your children to your financial advisor so that when the time comes, your kids are equipped to inherit and maintain your wealth for generations to come. That is the ultimate goal, after all.


Estate planning is not a do-it-yourself project.  At Ecclestone Financial Group, we can connect you with experience legal and accounting professionals who can help you create an estate plan that is right for you and your family.


Please contact us for a free Will Planning Worksheet.