Before you hire an expensive lawyer or estate planner, would you rather talk to an experienced professional who has discussed a wide range of estate situations with a large number of people. Perhaps you do not have a lage estate but still have concerns about how to deal with the family issues that arise when a person passes on and their assets must be distributed. Whether you have a large estate or a small estate, we would be happy to talk to you.
Thoughts of estate planning often bring more questions than answers: Could a 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.
- Work with your estate planning team (experts on law, finance, and taxes) if you have one.
- Evaluate and recommend estate planning options.
- Review your estate planning documents including current wills, trusts, health care and power of attorney.
- Review your plans to decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Review your plans for managing your estate in the event you are incapacitated.
- Review your working plan for conserving and effectively managing your estate after death.
- Review the transfer of assets of your estate to heirs the way you want.
- Reveiw your plans to organize fair and adequate liquidation of estate to cover taxes and other expenses.
We can also review your
- Livings Wills and Tusts
- 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. We be the independent sounding board to review your current estate plans or to help you by discussing your future needs.
