Preparing Estate for Future Generations

Nobody likes a blank check, just like nobody likes a never-ending expensive project with no end in sight. When an estate is not planned out with a professional estate planner, the heirs of an estate can inherit such an ominous project. If an estate is not directed correctly, the court system will make the best determinations they can, given what little info you have provided. Even if you provided a well-detailed will, your estate still must go through the courts, i.e. PROBATE. We can determine the need for detailed estate planning and arrange for more thorough legal advice if warranted. There are certain costs related to estate planning; limiting those costs in a timely manner is better than a blank check when planning is no longer an option… in our opinion.

Schedule a meeting with one of our advisors today. Call or leave us a message.

Securities offered through Calton & Associates, Inc. Member FINRA and SIPC.

First Investment Corporation is an investment adviser registered in the states of Oklahoma, Texas, Arkansas, Florida, and Kansas.

First Investment Corporation is not owned or controlled by Calton & Associates, Inc.

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