Estate Planning

Estate planning on your own can be complicated and costly. The list is endless... state taxes, IRS regulations, probate courts, appraisals, health care concerns, selection of heirs and succession, life insurance and liquidity needs, IRA's, 401K's, and annuities. Not knowing your legal and financial obligations and rights can often be costly if the proper planning isn't done.

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? Decisions on appointments of guardians or trustees for your children. Is the intended beneficiary in a marriage where divorce is a possibility so you are certain that your assets go exclusively to your heir. Are there children from a previous marriage and how should they be included? If an heir is in financial difficulty, how can the inheritance be structured to protect the assets from potential creditors? How can the estate be structured to minimize your tax obligations? Are you able to avoid the probate court rules, delays, and costs?

Although it is difficult to undergo planning for what happens to your assets when you're gone, proper planning can avoid the nightmares of administrative costs, taxes, and ensuring that your estate goes to the loved ones and people you intended.
Estate planning saves your family a lot of time, heartache and money.

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.


Are you having any tax problems?

Talk to us! We promise we can help you! Call Now! (775)826-5432