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Web Work by Sheldon M. Dunn, Sebastopol

Five Reasons For A Will or Estate Planning

While most of us would prefer to ignore death and taxes, there are five situations when planning ahead can save a lot of grief later on:

  • You have children and you want to provide for them in the event of your death;

  • You have creditors and you do not want them to take all of your money. Consider a trust to protect your assets from creditors;

  • You are divorcing your spouse and need to change an existing will or estate plan;

  • You have an outdated will or estate plan which needs to be modified because your family has grown, you want to change beneficiaries or you have accumulated additional assets;

  • You have a substantial estate and do not want to lose all your assets to taxes so you need to plan the best ways to save on estate and gift taxes.