Estate Planning Checklist

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits.

Will O’Rourke, Esq., wealth and estate planning advisor at Prime Capital Investment Advisors, suggests that most people get an attorney. He says, “Those that do not need an estate planning attorney are those people with estate values under $50,000, in my opinion. Those estates can pass through quickly in an expedited version of probate court.”

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