Estate Planning
Is it important to you to be able to provide a legacy for your loved ones? What steps have you taken to ensure your wishes are followed? Settling an estate can be a long complicated process, but proper planning ahead of time will go a long way in keeping peace and harmony in your family.
ESTATE PLANNING IS FOR EVERYONE
What do you think of when you hear the term Estate Planning?
If your like most people, you probably think it's only for the ultra wealthy. That isn't true! If you own anything - you have an estate.
Our estate planning process will help you to clearly understand who owns what in your household and who gets what. You've spent your whole life building your "estate". Take action today to ensure it passes to your heirs how you intended.
Tauzin Retirement Resources and its agents do not offer tax, legal or accounting advice. You should consult with an attorney/CPA before making any legal or tax decisions. We are happy to work with an attorney or CPA that you already have a relationship with. If you do not have an attorney/CPA to handle your estate we would be glad to make a recommendation for you.