Estate Planning

Sigman Financial Fitness® works with “counseling oriented” estate planning attorneys offering extensive experience dealing with delicate family issues regarding planning for children with substance abuse problems or special needs; second (or third) marriages and step–children.

Even clients with WAY less than the current estate tax exclusion amount of $22 million need to have an estate plan, even if it is as simple as setting up wills, living wills, durable medical powers of attorney and making sure that the beneficiaries on your life insurance, retirement plans, homes and other assets are titled properly.

To be effective, your estate plan needs to be reviewed at least every few years, or when your life circumstances change.  Failure to prepare an estate plan leaves a huge burden on your loved ones and can have myriad unintended consequences. Stop procrastinating and just do it!  Sigman Financial Fitness® can help.