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Estate Planning

Estate Planning


As you consider ways to support the Special Operations Warrior Foundation, we want to remind you how important it is to properly plan your estate. 

Important for Everyone

Estate planning is not just for the wealthy. Regardless of your wealth, estate planning allows you to:

  •  Provide for your family if you die prematurely
  •  Decide who will raise your minor children
  •  Ensure your worldly possessions are distributed as you wish
  •  Decide who will handle your affairs if you become incapacitated

Proper planning is the only way to make sure your final affairs will be properly handled. Without an effective estate plan, you run the risk of unintentional consequences, like disinheriting children from a previous marriage, or leaving your assets to your former spouse instead of your current spouse.

Professional Guidance

It is essential that you obtain professional advice from a qualified attorney to plan your estate. The fee for this service is generally quite reasonable, especially when compared to the high cost of making an unintentional mistake.

Informational Materials

We have provided below some fact sheets on various aspects of estate planning. Please feel free to download them and to use them as your think about your estate planning needs:

 

Please note that we are providing this information for your general education only. We are not providing you with legal, tax, or financial planning advice. You must work with a qualified professional advisor to determine how best to plan your own estate.

 

Questions? Contact John Elbare at 813-805-9400 or via email at johne@specialops.org

 
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