Who Needs an Estate Plan?

Who Needs an Estate Plan?

If you have a family or assets, you need an Estate Plan. Having a properly designed Estate Plan will ensure that your assets (and your loved ones) are protected, and your legacy will be carried out exactly as you intend, as opposed to leaving it up to the IRS or the courts.  

In this video, Dustin at Mundorf Wealth, Erin Kennedy, and Mark Perkins discuss what makes up your taxable estate (Hint: it's more than just your home!) and who needs an estate plan.  

When you choose to work with Mundorf Wealth, you also gain access to the team of Estate Planning experts at Perkins & Zayed. By working together, we will help you design a thoughtful and comprehensive Estate Plan specific to your unique goals and bequests. 

If you have any questions, feel free to reach out to Dustin with a call or text to 830-476-2505, or book a free chat at www.LongLiveMyMoney.com

#Taxes #EstatePlan #FinancialPlanning