Dealing with the death of a loved one is often quite complicated. Estate planning is the process of managing one’s assets and determining how those assets will be distributed after one’s death, helping your family and love ones trough this difficult period of time and at the same way this gives you the control you may want on your assets after you are no longer with us. Assets may include real estate; stocks, bonds and mutual funds; personal property; retirement accounts; and bank accounts. Collectively, a person’s assets make up his or her estate.
The right strategy depends on your individual circumstances. In Crosswise we are here to guide you choosing the right path between a Trust or will and in this way, protect your assets for the benefit of your family and near ones in the future.