Estate Planning for Racine, WI
The asset management professionals at Daniel S. Draper, SC take care of estate planning. So we can assist our customers around Racine, WI achieve greater financial security, we offer perceptive guidance and sensible financial strategies. When you meet with us we will talk about estate planning advice and additional important things like naming your beneficiaries.
If you would like to assure a comfortable future for your family, it is important to take care of your wealth now and in the future. The wealth management and estate planning staff from Daniel S. Draper, SC are here to give financial guidance to enable you to wisely take care of your resources for years to come. We provide cost-free consultations for those wanting estate planning in Racine.
Trusts and Wills
Trusts and wills are both great for making sure that your wealth is distributed exactly how you want it, in the event of your death. There are a few differences between the two, and each have their own benefits.
How a Will Works
A will assures that there is an easy and streamlined process for maintaining your estate following your passing. If you don’t create a will, important choices involving your estate will be made by someone other than you. Along with handling your estate, a will chooses a guardian for any dependents you leave behind.
A Revocable Living Trust allows your beneficiaries to avoid probate following your death and is especially convenient if you’ve got varying pieces of real estate in multiple states. These trusts ensure that your estate is taken care of the right way if you become unable to make your own decisions.
Schedule a Consultation Today
We’re pleased to offer free estate planning consultations for both the preliminary phone call and the first half hour of your initial meeting. We pride ourselves in our ability to serve our customers promptly and effectively. We think that a client attorney partnership is a special bond, and that a client should always be considered an individual. Contact us today at 262-248-6636 to schedule your estate planning consultation near Racine.