Estate Planning

Estate planning is not just for the wealthy—it’s an essential step for every family, regardless of financial status. Without a proper estate plan, families often face drawn-out legal battles in probate courts, creating unnecessary stress during an already emotional time. The absence of clear instructions can lead to disputes over asset distribution, hefty tax burdens, and delays in accessing funds that your loved ones may need. Estate planning is about protecting your family’s future and ensuring your wishes are honored.

At 3 Whiskey Financial Planning, we understand the importance of simplifying this process. We partner with industry-leading experts to ensure your family has all the essential estate documents, including wills, trusts, healthcare directives, and powers of attorney. These tools help safeguard your assets, designate guardians for minor children, and minimize taxes and legal complications. Our goal is to provide clarity and peace of mind so your family can focus on grieving and honoring loved ones without the burden of navigating complex financial or legal challenges.

An estate plan is more than just a collection of documents—it’s a gift to your family. It ensures that your legacy is preserved, and your loved ones are cared for according to your wishes. Bobby Aborn is committed to helping you create a plan that reflects your values and priorities, making the process approachable and empowering. Let us help you protect what matters most: your family’s future.