A Goal Without a Plan is Just a Wish – Errors in Estate Planning

Jamie Treu Treu's final wishes wausau estate planningEstate planning is a topic that everyone needs to consider, but doesn’t really want to do. If you have children, own a home, or have assets to some degree, an estate plan is crucial to protect and provide for your family and loved ones. But as often the case, we procrastinate. in fact,  Most people spend more time planning a two-week vacation than they do planning their estates.

Jamie Treu of Treu’s Final Wishes, an estate planning service offer these common fallacies in estate planning.

I Don’t Need an Estate Plan: Whether you are married, single, wealthy, or of modest means, everyone can benefit from a personal estate plan designed to protect, organize and distribute your estate upon your death in the most loving, caring and cost-efficient way possible.

Failing to Avoid the Consequences of Personal Conflict and Probate Court: Sometimes family disputes over personal items can create tremendous discord among heirs. Then you have court costs, attorney fees, lengthy delays, invasion of privacy and possible gift or inheritance taxes. Specifying who will receive your estate and protecting your family are just a few of the benefits a proper estate plan can achieve.

Treu's Final Wishes estate plan wausauThe estate planning process doesn’t have to be difficult or time consuming. Jamie Treu is glad to work with you on your schedule to put together a workable estate plan. Give her a call, the initial consultation is free of charge and you are under no obligation.

 

 

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