Last Will and Testament

A Will is an enforceable document that declares of how a person wants his or her property or assets to be distributed after death. Wills are also used to appoint a guardian for minor children and ensure arrangements for any surviving pets. If you were to die without leaving a will, the distribution of your property can be left up to the government, and may even end up becoming the property of the state. A Will ensures that your wishes are carried out, and it can make things easier for your heirs.

Protect your loved ones and make your last wishes known with a legally binding document.

At Barnum, we recognize that making a will is a very important component of Estate planning in which you get to express what happens to your assets when you die. We work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes. Our estate planning experts are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.*

*Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Other Estate & Tax Planning Resources

Special Needs Plans

Care for a loved one with special needs, even after you are no longer with them.

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Tax Deferred Financial Planning

Save strategically with investment plans that utilize the tax code to your advantage.

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Power of Attorney

Appoint a person or organization to manage your affairs if you become unable to do so.

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