Estate planning without professional planning can be daunting and costly. There is a great deal to keep in mind: state
taxes, endless paperwork, probate courts, unfair appraisals, health care worries, eligibility of heirs, life insurance,
IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. If you do not know your legal and financial rights it can end up costing you more in the long run.
Beginning your estate planning often brings up more questions than it does answers: Could an heir be too young to inherit?
Should an inheritance be given at a particular age? Is the intended beneficiary in an unsound marriage with a potential divorce on the horizon? Are there children children to consider from a previous marriage? Does the potential heir have creditors that need to be considered? What taxes need to be considered and avoided? And what of probate courts with their inevitable delays and costs?
Qualified help can take the pain and worry out of planning for your finances after you're gone.
You're never too young to start estate planning. Perhaps thinking and planning for death cause you discomfort. So many people, to the cost of their loved ones,
assume that
these matters will be resolved without their input. You can save your family heartache, time and money if you start your estate planning today.
We can help you.
As with all things tax-related, everything depends on personal circumstances. So that we may help you, we need to get to know you, your unique circumstances, the nature of your relationships. We aim is to assess your personal situation, support you with recommendations and apply all our knowledge and research to make your
planning simple, efficient, and begin to take the worry out of what can be stressful situation. We will support you throughout the process for further discussion
relating to your questions, a change in circumstances, and explore alternatives. Every step of the way we will be there to support you.
We can help help you...
- Create targeted, easy to understand estate planning goals.
- Support you in creating your estate planning team (experts on law, finance, and taxes) if we feel that you need one.
- Evaluate your estate planning options and make further recommendations.
- Review, prepare and organize your estate planning paperwork including current wills, trusts, health care and power of attorney.
- Lessen the expense and problems associated with probate.
- Decrease taxes at time of death.
- Arrange for expert overseeing of your estate in the event you are incapacitated.
- Devise a working plan for protecting and efficiently managing your estate after death.
- Transfer the assets of your estate to heirs the way you want.
- Organize adequate and fair liquidation of estate to cover all taxes and expenses.
- Update your plan as needed.
We can 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 have to go through it alone. Our team is ready to support you through each and every step of the process.
