Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court and make sure your final wishes are carried out exactly as planned. Even small mistakes can prove to be very expensive and invalidate legal documents, which is why our team of professionals takes the time to review every aspect of your plan extensively. At Shinneman Wealth Group, we look forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.
You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. We encourage you to contact us for a complimentary estate plan review or to go over estate planning basics.