Common Sense Economics

Your estate remains private. Your family inherits quickly and efficiently.

Estate Planning at a Glance: Without a Plan (Probate)

Court-controlled process Costs 8–10% of total estate Months/years to settle Public record (no privacy) Attorneys & government get paid first High stress for heirs Can be very inconvenient

With an Estate Plan

Family-controlled process Cost pennies on the dollar Weeks to settle Completely private Family receives assets first Peace of mind for heirs Settle in own time frame

Without a plan, you leave your family’s future in the hands of strangers. With a plan, you leave them with peace of mind and financial security and in control of the family assets. The Goals of Estate Planning A well-designed estate plan: • Keeps your money in the family

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