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Estate Planning

Do you often wonder what happens to your assets when you pass away? You probably have an idea of what you would like to happen. Without a well thought-out Estate Plan in place, what you imagine and what actually happen may be two very different things.

Your family is often one of the things that makes your life truly special, and one of the most important decisions you can make is attempting to set up your estate to transfer quickly, smoothly and without undue hardship. Without the proper planning in place, your estate could be tied up in probate, earning large attorney fees and diminishing any legacy you hope to leave behind.

At McCann Wealth Strategies, we understand that these are tough conversations to have and the decisions may be even tougher to make. That is why we coordinate with your attorney to help create a solution that is in line with your unique situation and, at the same time, may offer the best possible outcome based on your wishes. If you choose, we will also have your loved ones involved in any steps of the planning process to ensure that everyone is on the same page when that fateful day arrives.

Creating the plan is only the first step. Keeping it up to date with changes to your circumstances is something we strive to do on an ongoing basis.