Wills, Trusts and Estate Planning

Why do YOU need an Estate Plan? Because if you don’t do one, the state will decide for you!

Unfortunately, many people erroneously think estate planning is only for the wealthy or elderly. Nothing could be further from the truth. In fact, you already have a default estate plan – the one state government will provide in the absence of your own. If you want your wishes to apply and not the government’s, you need an estate plan. Whether you’re 30 or 70, rich or poor; if you have assets and/or minor children – you need a plan.

Estate planning involves determining what will happen to all your worldly possessions upon your death. It addresses such things as:

  • Assigning guardians for your minor children
  • Passing along your assets in accordance with your wishes
  • Ensuring that the value of your belongings is not unnecessarily diluted by estate taxes and other fees so that your loved ones’ gain the maximum benefit from your life’s hard work.

Hirst Financial Independence Planning’s principal, Lenny Hirst, is both a CERTIFIED FINANCIAL PLANNER™ and an attorney admitted to the bar in Massachusetts. He focuses on estate planning and asset protection. Whether you need a simple will or a complex trust, he’ll work with you to determine the best approach that strives to preserve the value of your estate.

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