Estate Planning

Estate Planning


What is Estate Planning and who is it for?

Estate planning is really an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals and new asset accumulations. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40% especially if you live in a state that has a state estate tax on top of the federal estate tax), so at the very least a will should be set up even if the taxable estate is not large.

  • According to Forbes: 64% of the public doesn’t have a will.  And even more shocking is the number has been steadily increasing!
  • Did you know that certain states have their own estate tax?  Essentially, that could mean that your family may have to pay State andFederal taxes on your property!
  • Do you know how wealthy families stay wealthy?  They set up their estate properly, and they manage their asset base with special trusts to help mitigate the tax burden – while leaving money outside of the estate to pay the taxes.



At Dream Builders Financial Services  we have the expertise to assist and guide your family in creating a legacy that will last a lifetime.  Whether your estate is just you and your home or you own very successful business/high net worth we have access to programs that will assist you.

Don’t avoid and delay protecting your family.  Dying without a will or trust leaves no instructions on how your assets will be distributed.  Assets that don’t have a beneficiary will have to go through probate court which costs time and money, not to mention the psychological stress on the person that handles your estate.

Protecting your family when you are no longer living is possible.  You can leave a legacy of love that will last generations.  Talk to an Dream Builders Financial Services  professional today and begin securing your family’s future.





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Start securing your family’s financial future.

In society today there are many blended families as a result of the increasing divorce rates.  Whether you have a blended family or not there are many simple, easy to implement strategies that Dream Builders Financial Services  professionals can help you with.


Learn how our products with living benefits could give you peace of mind!