What is an ESTATE PLAN?

Estate planning is preparation. It is creating a plan for the transfer of your assets after your death. Amazingly, most people are not thinking about their death. AND most people don’t think they have enough “wealth” to make it worth dealing with. However, if you have anything at all, it is worth planning out how those assets should be transferred.

I know that thinking of death sounds morbid, but at Bloom, we call it a kindness. Having a plan in place gives those left behind a guidebook on legal matters (which can be overwhelming) and allows them space to grieve.