© Copyright 2007 Certified Home and Office Inventory Solutions, LLC Financial & Estate Planning Financial and Estate Planning • Establish the value of your personal assets. • Creating a Will and Testament • Appoint Beneficiaries What exactly is Estate Planning? Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies: • What is the state of their financial affairs? • What real and personal property do they own? • Who gets what? • Does a personal guardian need to be appointed to care for minor children? • How much tax will need to be paid in order to transfer property ownership? • What funeral arrangements are appropriate? Having a complete inventory can ensure that your property will be transferred to those you have identified, as quickly and with as few legal hurdles as possible. Certified Home & Office Inventory Solutions (678) 740-5000