Estate planning on your own can be complicated and costly, and the list is endless – probate fees, health care concerns, and life insurance to name a few. Not knowing your legal and financial rights often ends up costing you more.
Thoughts of estate planning often bring more questions than answers
Could a beneficiary 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 beneficiary? Are there taxes that can be avoided? Planning what happens to your estate when you are gone can seem frustrating and intimidating without qualified help. You may feel you are 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 it will just take care of itself. In all cases, estate planning ends up saving your family a lot of time and money.
We can help
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.
- Review your estate planning documents including current wills, trusts, health care and power of attorney.
- Lessen taxes at time of death.
- Organize adequate liquidation of estate to cover taxes and other expenses.
- Amend your plan as needed.
- Family trust planning.
- Family partnerships and other business relationships.
- Leaving money to charities.
- Preparation for estate and trust tax problems.