Estate Planning

Estate planning is all about control.

At Thorley Wealth Management, we know that if you don’t create your own plan, your state most likely has already created one for you – and that plan won’t take into account the special needs of you and your family.

A good estate plan will give you more control over your assets during your life, provide care if you incur a disability, and allow for the transfer of wealth to whom you want, when you want, and at the lowest possible cost. 

Remember, too, that estate planning is not just for the wealthy.   In fact, planning may be more important for smaller and midsize estates because a misstep could have a greater impact on one’s heirs.  We have experience in building plans for all sizes of accounts. 

 

 

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HELP YOUR HEIRS LOCATE IMPORTANT ESTATE DOCUMENTS

Here are two helpful tools for making sure your heirs can find online and hard copy information regarding your estate.

  • Digital Estate Information–Storing key documents on the computer is a common practice, and this online organizer provides secure access to the pertinent information.
  • Personal Document Locator–Complete this simple form to let your heirs know exactly where to find estate information, from last will and testament to financial records.
  • Caregiving Readiness Guide–The checklists in this document are designed to help you organize critical data and leave instructions for family before you face any significant life events.
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