Tax Planning
Estate planning on your own can be complicated and costly. And the to-do 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.

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.

  • Clearly define estate planning goals
  • Organize and create estate planning team (experts on law, finance, and taxes) if you need one
  • Evaluate and recommend estate planning options
  • Prepare, organize and review estate planning documents including 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 estate in the event of incapacitation
  • Draft a working plan for conserving and effectively managing estate after death
  • Transfer assets of estate to heirs as desired
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses
  • Amend plans as needed
  • 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