Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. It includes the bequest of assets to heirs and the settlement of estate taxes. 

Estate planning determines how an individual’s assets will be preserved, managed and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

Assets which make up an individual’s estate include houses, cars, stocks, artwork, life insurance, pensions and debt. Individuals have various reasons for planning an estate, such as preserving family wealth, providing for a surviving spouse and children, funding children’s or grandchildren’s education, or leaving their legacy behind to a charitable cause.

At AFM Investments, we offer estate planning services that will ensure that your assets are protection in the case of death or incapacitation. Contact us today for a review of your estate and to make sure everything is in order.