Dean Tellone

When it comes to protecting your legacy and hard earned financial estate, it is very important to plan ahead. Answering the right questions up front allows you to ensure a carefully planned transfer of wealth to the loved ones and charities you hand select.

While most agree that estate planning is a good idea, many individuals and families delay or avoid the steps necessary to getting started. Perhaps there are too many unanswered questions that are overwhelming, or your estate is very complex. Maybe the thought of mortality makes you uncomfortable. Also, some people might just feel that they are too young or assume that asset transfer will take care of itself. The fact is that every planning situation is different.