Estate planning on your own can be complicated and costly. This covers 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, among others. For this, being unaware of your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning have so much to consider. 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 about your estate when you’re gone may seem frustrating and intimidating without qualified help.
You may feel that you’re not yet ready to care about estate planning. Or, perhaps the “reminder of death” is an uncomfortable topic for you. You might be tempted to leave it, assuming that it will just take care of itself. In all cases, estate planning actually helps save your family lots of time, heartache, and money.
And we can help.
Every estate planning situation is different. For us to help you accordingly, we want to know you, your unique situation, and the nature of your relationships. Hence, we offer discussions, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. More importantly, we are available throughout the process for further discussion regarding your questions, change of circumstances, and alternatives. We’ll be with you and will walk you through the entire process.
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 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 have to have to deal with it alone. Our team can assist you through every step of the process.