Importance of Estate Planning with CLA Estate Services

Over the years, you've worked hard to build a level of security for yourself and your loved ones. It only makes sense to take a few simple steps to protect that security if something should happen to you. CLA Estate Services, who works with seniors to help them protect their assets and plan for the future, explains that a primary goal of estate planning is to protect, preserve and manage your estate - your assets, property and income - if you die or become disabled. While financial experts advise people to begin their estate planning early, the seniors who have availed themselves to CLA Estate Services have often put off thinking about planning until they reach retirement age. In addition, many of them believe that estate planning is just for the wealthy and that their modest assets don't require any sort of estate planning services.

In truth, estate planning is important for just about everyone. It allows you to accomplish a number of important things that will be denied you if you allow the state to decide how your estate is distributed. A well designed estate plan will:

* Help ensure that your assets go to the people you choose.
* Specify guardians for your minor children, dependents or yourself in the event you become incapacitated.
* Minimize estate taxes and wealth transfer taxes
* Avoid the costs and delays of probate
* Ensure that you and your affairs are handled in the way you want if you become incapacitated
* Relieve your loved ones of the responsibility of guessing at your wishes.
* Ensure that your loved ones receive all of the benefits and assets you want them to have

CLA Estates Services provides assistance and information for seniors who have never considered the importance of an estate plan before. The agents of CLA Estate Services offer informational seminars in cities across the country to explain the process of estate planning, various strategies that can be used to protect assets and provide more information for those who may be interested in creating an estate plan.

Many people believe that planning their estates is complicated, time-consuming and costly. CLA Estate Services representatives help demystify the process and encourage seniors to take the important steps needed to secure their assets and protect the financial future of their beneficiaries. They encourage seniors to meet with an estate attorney or tax attorney and discuss estate planning with their financial professionals to ensure that their wishes are understood and carried out.