Hillspring Financial, Inc.
Estate Planning
HIllspring Financial is your answer to in Surprise, Arizona
Everyone has an estate, at least every individual with ownership over an item. Be it a car, home, other real estate, checking account, savings account, insurance, and any personal possessions such as furniture, boat, jewelry, even your 'piggy bank'. No matter how small or large your estate is, everyone has one thing in common- you can't take it with you when you die.
Most people would like to have some say in who or what will get their estate when they pass away. This is where Estate Planning becomes valuable and something that every person should consider a very high priority. Proper Estate Planning will ensure the who, what, and when of your estate. Who you would like a certain item to be given, what exactly you would like to be given, and when you would like it distributed.
The other component of proper Estate Planning is that the least amount of taxes be paid, as well as court cost and legal fees. This is the bare necessities of Estate Planning.
At Hillspring Financial, Inc., Estate Planning goes further into the details and your wishes. Your Hillspring Financial Planner will discuss detailed instructions for passing along your valuables incorporating your personal belief system as well.
Other Hillspring Financial, Inc. Estate Planning will include the following planning:
- Details of your wishes should you become disable
- Including Disability Insurance
- Long Term Care Insurance
- Life Insurance considerations should you pass away, so that your family is provided for
- Should you have young children, naming a guardian should you die or become permanently disabled
- A plan for dependents with special needs
- Divorce situation advice and plan
- Should you own a business, the plan of disbursement or transfer as you retire, become disabled or upon death
At Hillspring Financial, Inc., we realize that Estate Planning is a continuing process. We regularly review and update with you through out the years. You become our family. Our goal is to provide you peace of mind as well as professional guidance and legal direction regarding your estate.
You can feel confident that Hillspring Financial, Inc. will keep you updated as laws change and as your family and financial situations change.
The time for Estate Planning is NOW! If you do not plan, then you plan to fail. The state of Arizona has a plan for you, a plan that you probably won't like. Hillspring Financial, Inc. can make sure every possible situation is created so that you, your family, or someone YOU designate will have control rather than a court appointee.
A Will or Living Trust is part of Estate Planning. Your Financial Planner at HIllspring Financial, Inc. will help you decide which is best for you.
Call us today to gain the organization and peace of mind Estate Planning can bring to you.