Estate planning involves making decisions today, so your loved ones don’t have to make them tomorrow.
Many make the mistake of not planning ahead with a simple will or trust, which can result in added confusion and stress for loved ones who are already grieving.
We partner with leading estate attorneys in Carroll County, and can also work with your own trusted estate planning attorney, to ensure there is a tax efficient strategy in place for the transfer of your assets should you become disabled or deceased.
With estate planning we help you plan for the following:
Estate planning is not a one-time event. When life changes, as it often does, we re-evaluate your estate plan to ensure it continues to satisfy your wishes and the needs of your loved ones.
*Puckett & Sturgill Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.