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. Being unsure of your legal and financial rights and options often leads to avoiding planning. Failing to investigate your options, failing to express your wishes, failing to plan, ends up costing you and your heirs, time, money, and lost peace of mind.
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.
- Evaluate and recommend estate planning options.
- Prepare, organize and review your estate planning documents including current wills, trusts, health care directives and powers of attorney.
- Decrease the problems and expenses associated with probate and estate administration.
- 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...
- Wills.
- Revocable and/or Irrevocable Trusts.
- Lifetime Family Wealth Transfers Plans.
- Family partnerships and other business relationships.
- Leaving money to charities.
- Strategies 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 FREE 15-30 minute consultation. For your protection and ours, remember that any communication through the following form is subject to the limitations set forth on our Disclaimer page, including those set forth under the heading "E-mail and Inquiry Form Disclaimer."
