This guide is presented by Advantage Estate Planning and intended to assist consumers in understanding the basic principles of Estate Planning, as well as lifetime personal planning. The information is for clients with personal and financial situations that vary greatly and is not a substitute for the individual guidance and attention necessary to meet each unique individual or family goal.

While the term “Estate Planning” may have many different interpretations as unique as individuals, most of us can agree that this process involves the desire to control assets while living, take care of self and loved ones in the event of a disability and upon death, to leave what remains of the assets to desired Beneficiaries, how and when it is best for each Beneficiary’s circumstances. Most plans also include goals of avoiding taxes, court and legal fees, as well as simplicity of plan execution. Your Estate Planning may have individual tax and non-tax factors, special Beneficiary issues, or personal preference limitations. It is important to select advisors, including an attorney, with experience in the area of Estate Planning.

Thank you for visiting the website of Advantage Estate Planning and Attorney Lisa A. Reeves. While we hope you find the information beneficial, please be aware it is not intended to constitute legal advice as each individual client is unique. Information on our website may create links to other sources in which this firm has no influence. Exchange of information with our firm does not create an Attorney Client relationship, so please contact our office and arrange a convenient and no obligation consultation to achieve your Estate Planning goals.