Plan Your Estate with Confidence

Secure Your Legacy with DreamWork Financial Group

Don’t leave your assets to the fate of probate. Plan your estate wisely.

Why Estate Planning Matters

The Importance of Estate Planning

Most people put off estate planning until later in life, but this can lead to immeasurable heartache for your family. It is never too early to plan your estate, so partner with DreamWork Financial Group to establish a plan today!

Understanding Estate Planning

What is Estate Planning?

Estate planning means preparing in advance for your death by detailing who should receive your assets when you pass away.

An effective estate plan ensures that your chosen heirs receive the assets you designate for them quickly and without the hassle of probate. However, an effective estate planner does so much more than assign belongings to family members. They also assist with things like guardianship of children, end of life care, business ownership transfers, and trusts.

The Importance of Estate Planning

Why Every Adult Needs an Estate Plan

Estate planning is not just for the elderly or those who have already established their wealth.

Most people do not like to think about the possibility of their death, but you never know when a severe illness or serious accident will happen. For this reason, every adult, regardless of age, should have a basic estate plan including a Last Will and Testament.

Most importantly, estate planning is not just for the wealthy. The absence of a will can bring the most heartache to families with modest possessions, as they can afford to lose the least.

Common Misconceptions About Estate Planning

I'm Not Old Enough

Many people believe that estate planning is only necessary for older individuals. However, unexpected events can happen at any age, making it crucial for all adults to have a plan in place.

I Don't Have the Time

Estate planning can seem time-consuming, but the consequences of not having a plan can be far more burdensome for your family. Investing a little time now can save your loved ones a lot of trouble later.

I Don't Know Who to Trust

Choosing the right advisor is essential. At DreamWork Financial Group, we build trust through our expertise and dedication to your financial well-being, ensuring your estate plan is in good hands.

I Don't Know Where to Start

Starting an estate plan can be daunting, but you don’t have to do it alone. Our team will guide you through each step, making the process straightforward and manageable.

I Don't Have Enough Assets

Estate planning is not just for the wealthy. Even if you have modest assets, having a plan ensures that your possessions are distributed according to your wishes and can prevent potential disputes among your heirs.

It's Too Expensive

While there may be costs associated with estate planning, the potential costs of not having a plan can be much higher. Legal fees, taxes, and the emotional toll on your family can be significantly reduced with a proper estate plan.

I Already Have a Will

A will is a great start, but a comprehensive estate plan includes other important documents like powers of attorney and healthcare directives. These ensure all aspects of your wishes are covered.

My Family Will Handle It

Leaving your family to handle your estate without a plan can lead to confusion and conflict. An estate plan provides clear instructions, reducing stress and ensuring your wishes are honored.

Secure Your Family's Future Today

Don’t wait until it’s too late to make a plan.

Let DreamWork Financial Group help you create an estate plan that leaves your family with financial security and gives you comfort knowing your assets will be distributed according to your wishes.

The greatest benefit of taking care of your estate is peace of mind – and there is no greater gift you can give your family.