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Estate Planning

Everyone should consider estate planning. Without a solid estate plan in place, a large portion of your estate could be needlessly lost to taxes, fees, administrative expenses and probate. 

Estate planning is the process of making sure your assets are distributed according to your wishes; giving what you have to whom you want, when you want and how you want – at the smallest possible financial and emotional cost, under applicable tax and legal requirements.

Taxes & fees alone can reduce an estate by as much as 55%


Estate planning is a very personal exercise. Use this short checklist to help you focus on some of the more important issues.

Talk to a Sentinel Financial representative today and they will help you gain answers to the questions above.