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. Not knowing your legal and financial rights often costs you more.
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? Can you 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. As a result, you might be tempted to put the whole thing off, assuming that it will just take care of itself. But, in all cases, estate planning saves 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, changes in circumstances, and alternatives. At every step, we'll be there with you.
We help you…
Clearly define your estate planning goals.
If you need one, you can organize and create your estate planning team (experts on law, finance, and taxes).
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 the 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.
Please complete this form to set up a free estimate if you'd like more information about our estate planning services.
Get Started
If you need one, we put together an estate planning team (legal, financial, and tax specialists)
Transfer your estate's assets to your heirs in the manner you choose.
Reduce taxes at the time of death, and create a strategy for preserving and successfully managing your estate when you pass away.
Prepare, organize, and evaluate your present estate planning papers, such as wills, trusts, health care directives, and powers of attorney.
Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.
