As we approach the 4th of July and are thinking about the celebration of the Declaration of Independence, we would also like to reflect briefly on freedom from an estate planning perspective.
- Freedom to choose who you want to act on your behalf when you no longer can, instead of the Court deciding who this person(s) will be.
- Freedom to allocate assets to whomever you want, instead of the State of New Hampshire deciding for you.
- Freedom to minimize taxes, instead of burdening beneficiaries who then face adverse tax implications.
- Freedom to protect loved ones and to make their lives easier and less costly in the event of a disability or of a death, rather than having them involved with the Court and other bureaucracies.
Be proactive and celebrate the freedom to plan for yourself and for those dearest to you. Wishing you a happy and safe 4th of July and a wonderful summer!