Do You Need More Than a Will?

The short answer is probably yes.At least, you need to know if an estate plan could work to your family's benefit.

"Estate" planning isn't just for the very wealthy.  It's simply a vehicle to make sure your assets are protected and can be passed on to your heirs with as little taxation and complication as possible.

AnaLise “Bean” Matheson is a veteran insurance and financial professional with more than twenty years of experience helping individuals and families protect their health, plan their legacies, and build long-term security. Licensed in Utah, Idaho, and Arizona, Bean’s expertise spans Medicare, long-term care planning, retirement strategies, estate planning, life and health insurance, and living benefits.