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Estate Plan: Why You Still Need One

estate plan

It’s one of the biggest mistakes people make when it comes to estate planning. People assume that just because they don’t own a large house, and don’t own a huge amount of land, estate planning doesn’t benefit them.

That isn’t the case.

Our team here at SOGO Wealth & Risk Management have been working with people who own small and large properties alike for the last 30 years. We have provided expert financial advice, including estate planning, that ensures people can account for all of their belongings (no matter how small or large) in the event of them passing away or retiring.

Failure to utilize estate planning means that, upon your death, state law will decide how your assets are distributed, establishing a ranking of inheritors and distributing your belongings and assets to people close to you in your life.

At SOGO Wealth & Risk Management, we understand just how problematic that can be for some people. We work hard for all of our clients to ensure that their estate is fully logged and listed. Our team can ensure that your investments, property, bank accounts, insurance accounts or retirement investments are distributed in a way that you approve.

What We Do

Our team can introduce you to all the state laws which dictate the way in which you personal assets will be distributed if you should ever die or become unable to control investments and other financial accounts. Should these laws not suit you, we can help you draw up a plan and provide you with the most reliable estate planning services around.

With 30 years in the industry, loyally serving the people of Texas, you can count on us to do what’s right!

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