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.
