A will can save your loved ones time, money and hassle.
Probate is the potentially lengthy and costly court process by which a will is proved either valid or invalid. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate.
Without a will or some other form of legal estate planning, there is the chance that your property may not go where you wish. We can refer you to a qualified estate planning attorney who can assist you in these matters.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Have Questions for Kelly Financial Services, LLC?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.