Estate planning is a science that takes years of experience to fully understand. Hiring the right professional(s) can save your heirs the trouble of dealing with issues that may have been avoided both legally and financially.
Your current, personal situation can dictate the direction of your estate planning. Considerations include topics such as:
· Second marriage with children from the first
· Child in an unstable marriage that end in divorce
· Child too young to inherit
· Tax ramifications that may be avoided
To reduce the potential problems and expenses as well as lessen the taxes associated with probate, our services will help you organize your wishes by:
· Outlining your estate planning goals and provide options.
· Developing a team of experts in law and finance (if necessary).
· Drafting the necessary documents – wills, trusts, health care and power of attorney
· Planning for the management of your estate in the event that you become incapacitated
· Transferring assets from your estate to your heirs according to your wishes
· Coordinating the liquidation of your estate to pay taxes and other expenses
We will also provide assistance in the following areas:
· Charitable giving
· Living Wills and Trusts
· Lifetime Family Wealth Transfers
· Family partnerships and other business relationships
