Estate Planning

Tackling estate planning on your own can be both frustrating and costly.

The list is endless: State taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401 (k)s, annuities, burial or cremation costs, and intent regarding death-postponing treatment - just 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.

  • 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 are gone may seem frustrating and intimidating without qualified help. You may feel that you are too young to need to think about estate planning or the thought of death makes you uncomfortable. You might be tempted to put off the process, 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.

We can help.

Every estate planning situation is different. In order to help you, we need 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 entire process for further discussion regarding questions, change of circumstances, and alternatives. We will be there with you at every step.

We can help you by:

  • Clearly defining your estate planning goals.
  • Organizing and creating an estate planning team (experts in law, finance and taxes) if needed.
  • Evaluating and recommending estate planning options.
  • Preparing, organizing and reviewing your estate planning documents, including current wills, trusts, health care, and power of attorney.
  • Decreasing the problems and expenses associated with probate.
  • Lessening taxes at time of death.
  • Arranging for the management of your estate in the event you are incapacitated.
  • Drafting a working plan for conserving and effectively managing your estate after death.
  • Transfering the assets of your estate to heirs in the manner you prefer.
  • Organizing fair and adequate liquidation of your estate to cover taxes and other expenses.
  • Amending your plan as needed.

You will 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 do not need to do it alone. Our team is ready 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 consultation.

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