Asset Protection

A common misconception about asset protection and estate planning is that it’s only for the very wealthy. Often times, people hear the word “estate” and think of something grand and opulent when, in fact, it’s simply a fancy term for assets.

Your assets may include real estate, bank accounts, investments, life insurance, personal property, etc. No matter what the value of your estate, it’s important to have an estate plan of some type in place to detail how your assets should be distributed after your passing.

Whether you need a Living Trust, a Last Will and Testament, a Living Will, a Durable Power of Attorney, or a more complex estate plan, we can help ensure that all of your estate planning needs are met.*

*Bayntree Wealth Advisors will coordinate with a licensed Estate Planning Attorney on your behalf.
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