Estate Planning
You are worth more than you think. An “estate” is essentially your total assets when you die—minus your debts. Having an estate plan in place assures that the financial needs of your family will continue to be met should you become disabled or pass away.
It is a relatively straightforward procedure to protect your family from potential hardships. An Aequus advisor will work with your estate planning lawyer (or recommend one to you, if needed) to create an estate plan that accurately reflects your goals and wishes. In addition, they can provide guidance on reducing or eliminating federal estate taxes.