Estate planning on your own can be complicated and costly. Plus, the list of considerations is seemingly endless. For example, there are state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial/ cremation costs, and intent regarding death-postponing treatment...just to name a few. Without the proper guidance, 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 any inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court process, 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. The good news is that a solid estate plan provides peace of mind to the living, and smooth, estate administration after death.
We're here to help.
Every estate planning situation is different. In order to help, we want to know you, your unique situation, and the nature of your relationships. Through our discussions, we will offer 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...
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Clearly define your estate planning goals.
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Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
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Evaluate and recommend estate planning options.
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Review your estate planning documents including current wills, trusts, health care, and power of attorney.
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Decrease the problems and expenses associated with probate.
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Lessen taxes at time of death.
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Arrange for management of your estate in the event you are incapacitated.
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Draft a working plan for conserving and effectively managing your estate after death.
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Transfer the assets of your estate to heirs the way you want.
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Organize fair and adequate liquidation of your estate to cover taxes and other expenses.
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Amend your plan as needed.
You also get help with...
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Living Wills and Trusts.
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Lifetime Family Wealth Transfers.
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Family partnerships and other business relationships.
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Leaving money to charities.
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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.
