Estate planning is all about control.
At Thorley Wealth Management, we know that if you don’t create your own plan, your state most likely has already created one for you – and that plan won’t take into account the special needs of you and your family.
A good estate plan will give you more control over your assets during your life, provide care if you incur a disability, and allow for the transfer of wealth to whom you want, when you want, and at the lowest possible cost.
Remember, too, that estate planning is not just for the wealthy. In fact, planning may be more important for smaller and midsize estates because a misstep could have a greater impact on one’s heirs. We have experience in building plans for all sizes of accounts.