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Estate Planning

Estate Planning

Estate Planning

Planning what happens to your estate when you’re gone can seem frustrating, intimidating, and costly without qualified help.There are a mountain of considerations and despite what you may think – you are never too young to get started. Not knowing your legal and financial rights often ends up costing you more in the end.

 

We can help. We can…

  • 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.

We are waiting to assist you through every step of the process. Contact us now for more information.

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