Estate Planning

Everyone has an estate, even if it is only a bank account. Estate planning is a critical process and a tremendous benefit to people of all walks of life.

Estate Planning is the process whereby individuals or businesses organize their current financial condition so as to provide for their future needs in life and after death. Estate Planning is an ever changing, dynamic process that organizes property and assets in order to prepare them for disposition and allocation. Thinking about the long-term goals of your wealth is astute, important and responsible.

Shane & Shane Financial provide counsel in planning your estate in a comprehensive and effective manner, customizing instruments most appropriate to your circumstances and goals.

Some key estate planning instruments are:

  • A will or testament
  • Power of attorney
  • Living will
  • Trust
  • Insurance