Estate planning is not just for the rich. When someone dies and is trying to pass on their money and property to the next generation, there is a proper way to do it. 
​Many people do feel that they can self insure and not have to think about estate planning; however, this is never the best option. When you're trying to pass on your assets to the next generation it is best to talk to your lawyer, accountant, and financial planner.

Why do I need each Professional?

Lawyer

Accountant

Financial Planner

Lawyers can help with your will and the transfer of assets, which is something that you should not try to do alone. They can also help you choose your executor and power of attorney. 

After you die you still need to do your taxes. This is something that people don't think about until it's too late and much of the time it is left up to the family. 

A Financial Planner can structure your assets in a way that allows you to pass the on in the most tax-efficient way. The other thing a Planner can help you out with, is the paying off of debts so that your family does not have to worry about paying them off after your death.