Thoughts of estate planning
often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain
age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to
avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can
seem frustrating and intimidating without qualified help.
You may feel that you're too young to care about
estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off,
assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache
and money.
And we can help.
Every estate planning situation is different. In order
to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations
and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process
for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with
you.
We help you...
- Clearly define your estate planning goals.
- Organize and
create your estate planning team (experts on law, finance, and taxes) if you need one.
- Evaluate and recommend estate
planning options.
- Prepare, organize and review your estate planning documents including current wills, trusts, health
care and power of attorney.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at
time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working
plan for conserving and effectively managing your estate after death.
- Transfer the assets of your estate to heirs
the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other expenses.
- Amend
your plan as needed.
You also get help with... - Living Wills and Trusts.
- Lifetime
Family Wealth Transfers.
- Family partnerships and other business relationships.
- Leaving money to charities.
- Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning
can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
