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Estate Services
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Estate Tax Planning
Our goal is not only to reduce estate taxes but to recognize the
emotional needs of our clients when designing an estate plan.
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 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'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
(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 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.
If you'd like more information about our estate planning services please
complete this form to setup a Consultation
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Avoiding Probate
We can structure you assets to avoid probate. However, keep in mind
that you may not want to do this for all of your assets.
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Gifts
Gifting
cash or other assets to your heirs during your lifetime is a popular estate
planning too. Proper use of this can save an estate many dollars.
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