Estate Planning

Do I need an estate plan?

When most people hear the words "estate planning" they usually think that wealthy individuals are the only ones who need it. But that is a fallacy. Regardless of how much money you have, it is important to think about what will happen to your assets and who should receive the things you own after you pass away. 

An estate plan can be as simple as having a will and naming a beneficiary for your 401(k), or as complicated as having several trusts for different purposes in addition to your will. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. At Meyer Wealth Management, we want to be a partner and resource as you work with a qualified estate planner/attorney to implement your specific plan.