Why You Should Write An Estate Plan

Taras M. Wochok and Associates would like to help you write your estate plan.  Here are some reasons why writing an estate plan is important:

 1. Provide for your immediate family

You can provide for your surviving spouse through life insurance, particularly for spouses who don’t work outside the home. You can pass your property on to your spouse and other members of your family.

2. Get your property to beneficiaries quickly

You can avoid or simplify probate through insurance, joint tenancy, a living trust or other means; and using simplified or expedited probate

3. Ease the strain on your family

Ease the burden on your grieving survivors by planning your funeral arrangements when planning your estate. You can also limit the expense of your burial or designate its place.

 

4. Make your retirement years easier.

Even though estate planning primarily benefits those you love and care about, you can also coordinate your estate plan with retirement, health care and other benefits to help you achieve the most comfortable final years while still providing for your loved ones.

5. Help a favorite cause

Your estate plan can help support religious, educational, and other charitable causes, either during your lifetime or upon your death, and at the same time take advantage of tax laws designed to encourage private philanthropy.

Let Taras M. Wochok help you!

 

Taras M. Wochok

13 Paoli Court
Paoli, PA 19301

Phone:  610-296-9900

Fax:      610-296-4867

 

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