Have a Guiding Hand

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. 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:

Should the inheritance be given at a certain age?

Are there children from a previous marriage?

Are there taxes that can be avoided?

Are you able to avoid the probate court rules, delays, and costs?

Every estate is different. In order to help you, we want to know you and your unique situation. We offer discussion, recommendations and useful research tools to make planning as simple as possible, delivering piece of mind. We are available throughout the process for further questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

We will 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.