Estate Planning

Estate planning is all about protecting your loved ones during a difficult time when you can't be there to help them yourself. 

Planning for the future and ensuring that your wishes will be carried out doesn't have to be a complex process.  Problems will arise when people don't plan the inevitable passing of their estate that make locating and distributing their assets costly and cumbersome to the people you want to help most.  An estate plan will align resources, professionals, and money along with your detailed instructions to cover all immediate financial needs and any costs associated with the orderly and timely distribution of your money and property privately and without delay to bring clarity, direction, and financial support when it is needed most.

How your money and property are passed to loved ones varies from state to state and can have high unexpected costs and irrevocable financial consequences to the people that you want to receive them souring even the best intentions. 

We will identify taxes and costs associated with the quick and orderly fulfillment of your final wishes to preserve the monetary value of your gifts and ensure your wishes are carried out to the letter privately and discreetly without the public process of probate or any high unintended cost and without delay to the people or organizations you want to help most securing your legacy as a loving and generous benefactor.

Whether you would like to review an existing will or create a new estate plan, D.R. MARTIN AND ASSOCIATES, LLC will help you secure your legacy as a generous benefactor to preserve goodwill for the people you love and the causes you believe in.