Estate Planning

Ensure Your Wishes Are Carried Out with Our Comprehensive Estate Planning Services

Believe it or not, you have an estate. Your estate, no matter how large or small, is comprised of everything you own—your car, home, pets, savings accounts, life insurance, furniture, jewelry, and other personal possessions. At B2 Insurance, our estate planning services will help manage what will happen to your estate when you’re no longer able to care for it on your own.

What is Included in Estate Planning?

Our financial planners will ensure that all of your assets are transferred seamlessly to your designated beneficiaries.

In your estate plan, we will ensure the following documents are included:

  • Creating and implementing a Will
  • Creating and implementing a Trust
  • Beneficiary designations

At B2 Insurance, our team of experts specializes in specific fields, ensuring that your estate planning is all encompassing. We will ensure that your life insurance and estate plan are seamlessly tied together to ensure your family is well protected and covered when you pass.

Estate Planning FAQ

Estate planning is more than just designating who will get your possessions when you pass. There are many different parts of estate planning that many people do not consider. To learn more about estate planning, read through our most frequently asked questions below.

Black Q IconDoes everyone need an estate plan?

Yes. Most of us believe that estate planning is just for people that are retired or thinking about retirement. This is not the case. Everyone should have an estate plan in place to ensure their personal property and liquid assets are properly distributed when you pass.

Black Q IconWhen should I start thinking about estate planning?

Now. No matter how big or small your estate is, you should have an estate plan. At B2 Insurance, our comprehensive estate planning services can give you and your family the peace of mind you deserve.

Black Q IconHow are estate planning and life insurance related?

Your life insurance plan and estate plan can go hand in hand. For example, if you fall ill and are unable to make decisions for yourself. With the combination of your life insurance policy and your estate plans, you and your family will be fully aware how and what assets will be used to cover the medical expenses and who will be there to make your decisions.

Black Q IconWhat happens if you do not have an estate plan?

In some cases, the state will take over the control of your estate.

If you fall ill with a disability that harms your ability to clearly make decisions and don’t have an estate plan, only a court appointee will be able to make decisions for you. The court, not your family, will then control how your assets are used for your care.

If you pass without an estate plan, your assets will be distributed according to the probate laws in your state. This means that the state will assess and choose the way in which your financial and personal assets are distributed, who is deemed a guardian in the event that you have small children, and more.

By having a will in place, you can ensure that your family is properly cared for, even when you are not present.

Ensure protection for your family, even when you’re not there.