Libro understands that protecting your family and your assets, particularly in the event of unexpected tragedies or significant changes, is important.
Libro Coaches can help you establish a complete estate plan so that you can have peace of mind knowing your wishes will be known and carried out.
Understanding Estate Planning
Estate planning is a process that eliminates uncertainties and maximizes the value of your estate. The steps involved include:
- Review and document your current financial situation
- Define your personal and financial goals
- Identify options and make informed choices that will allow you to achieve your desired outcomes
- Put your plan into action
- Review your plan and periodically make adjustments
Working with a professional estate planner enables you to make informed, carefully considered decisions about the things that matter to you most – your family and friends, your own care should you become unable to care for yourself, and the ownership, management, and distribution of assets during and after your lifetime.