Estate Planning

Eagle Financial Group utilizes a co-operative Estate Planning process. We believe that the best planning results from the efforts of a team of professionals including your attorney, accountant, estate planning advisor and you. Therefore at Eagle Financial Group we will work with you, your family and other advisors such as an attorney and accountant, to provide up-to-date planning assistance. Proper Estate Planning allows you to minimize taxes, court costs and attorneys’ fees.


Basic Estate Planning Documents Should Cover TWO AREAS:

  • The first is to help manage your property and assist with health care needs.
  • The second is to help manage and distribute your property after death with the least amount of stress and delays.


  • Estate planning is important, no matter what your assets are. Without good Estate Planning the assets that you’ve worked hard to acquire and the security of your spouse and family can be put at Risk. While you’re still alive you can insure that your property will go where you want, to whom you want, in the way you want, and at the right time with the least amount of expense and difficulty. In addition, proper estate planning can help your heirs reduce or avoid additional taxation on your estate.



  • Probate is the legal process through which the court sees that, when you die, your debts are paid and your assets are distributed according to your wishes. Legal fees, executor fees and other costs must be paid before your assets can be fully distributed to your heirs. Probate in most cases is a public process that is open to potential creditors or disgruntled heirs to contest. It can take from a few months to possibly a few years to completely settle. During the probate process your heirs may be unable to access funds or property from your estate.