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Estate Planning

  • Will your home avoid probate at your passing?
  • Will your heirs receive benefits in a tax-efficient manner?
  • Have you satisfied your charitable intent with your current estate plan?
  • Are you aware that lower cost corporate trustee services are available?
  • Have you shared your final wishes with your loved ones?
  • What mark will your legacy leave?

Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court and make sure your final wishes are carried out exactly as planned. Even small mistakes can prove to be very expensive and invalidate legal documents, which is why our team of professionals takes the time to review every aspect of your plan extensively. At Shinneman Wealth Group, we look forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.

You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. We encourage you to contact us for a complimentary estate plan review or to go over estate planning basics.

We Can Help You:

  • Express your last wishes
  • Name who will handle your affairs
  • Consolidate your important documents
  • Designate who receives your real estate & valuables
  • Consolidate and account for your investment accounts