Did you know that you already have an estate plan? Even if you did not realize you had one, the fact is, the laws in your state will dictate the distribution of your wealth if you did not have a professional estate plan in place prior to your death.

With this in mind, it is not very comforting to know that the state government statutes will dictate how your estate is distributed upon your death.

There is another way. Professional Estate Planning is a way to arrange the conservation and transfer of your wealth in the most tax-efficient way, according to your desires - not those imposed by state law.

It is a common misconception that estate planning is only for the wealthy or those of advanced age. The truth is that estate planning is a critical part of any individual’s overall financial plan.

A Workman Securities Representative can review your unique situation and help develop a plan to protect the assets of your estate.

Workman Securities Corporation – When trust matters.