What’s the difference between an estate plan and a will? A will names heirs. An estate plan focuses on the handoff. It answers a lot of questions that really matter:
→ Who receives what, and when?
→ How do you protect a spouse, children, and grandchildren from rushed decisions?
→ Where does liquidity come from so assets don’t get sold at the wrong time?
With Giannone, Joncas & Associates, estate planning connects to your full financial picture (personal, corporate, and family) so your intentions don’t get diluted on the way to the next generation.