Estate planning on your own can be complicated and costly.
And the list is endless... state taxes, bureaucracy, probate
courts, unfair appraisals, health care concerns, eligibility
of heirs, life insurance, IRA's, 401K's, annuities, burial
or cremation costs, and intent regarding death-postponing
treatment to name a few. Not knowing your legal and financial
rights often ends up costing you more in the end.
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.
