Estate planning on your own can be complicated and costly.
And the list is endless... taxes, bureaucracy, probate
courts, unfair appraisals, health care concerns, eligibility of heirs, life
insurance, IRA's, 401K's, annuities, 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: What will happen to my business?
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 to work with you and your attorney.
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.
- Work
in conjunction with your attorney to make sure that your tax and financial
goals are being met by the will, trust and other documents that are
prepared.
- Lessen
taxes at time of death.
- Help
minimize income and other taxes for your beneficiaries as a result of
their inheritance.
- Help
formalize plans to transfer the ownership and management of the family
business.
- Appraise
values of businesses owned.
- Draft
a working plan for conserving and effectively managing your estate after
death.
- 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.
