Kim C. Christensen                                                              
 
Certified Financial Planner    
Registered Investment Adviser        
Registered Investment Advisor
ESTATE PLANNING
Wills and related documents are an essential component of a thorough financial security plan.  They should be put together by a competent estate planning attorney. 

A benefit of putting together a comprehensive financial plan is knowing where you stand now financially, and have a good idea of what your situation will look like in the future.  You will be able to use your plan as a starting point in deciding the intricacy of your wills, trusts, and related documents.

These documents are one of the most commonly postponed items in people's lives.  However, they are crucial should anything happen to you, whether you die, or become incapacitated in some way.  If you have children, you would probably not want a court deciding who is best able to take care of your children - you would want to make that decision.  You would also want to be able to decide who is best able to manage your assets and who most deserves to get them.  Estate documents accomplish this, if well done.

If you have considerable assets, you could also be subject to estate taxes, which can be up to 50% of your esate above the estate tax deduction.  You can plan for minimizing these taxes through good planning.

If you already have an attorney that you trust, we can work together to make an efficient strategy.  If you do not have an attorney, I can make recommendations to people I know and trust.
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