Estate planning on your
own can be complicated and costly. 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:
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.
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:
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Clearly define your estate planning goals.
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Organize and create your estate planning team
(experts on law, finance, and taxes) if you need one.
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Evaluate and recommend estate planning options.
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Prepare, organize and review your estate planning
documents including current wills, trusts, health care and power of
attorney.
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Decrease the problems and expenses associated with
probate.
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Lessen taxes at time of death.
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Arrange for management of your estate in the event
you are incapacitated.
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Draft a working plan for conserving and effectively
managing your estate after death.
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Transfer the assets of your estate to heirs the way
you want.
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Organize fair and adequate liquidation of estate to
cover taxes and other expenses.
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Amend your plan as needed.
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Living Wills and Trusts.
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Lifetime Family Wealth Transfers.
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Family partnerships and other business relationships.
Leaving money to charities.
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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.
If you'd
like more information about our estate planning services please complete this
form to setup a consultation.
