Three Things People
Do at Death,
They Would Never Do in Life.

 

 

1. Give up to half of their assets, or more, to the IRS.
2. Publicize their family’s financial affairs.
3. Gift large, unprotected sums of money to their family members.

What are your Estate Planning concerns?

• Reducing or Eliminating Estate Taxes
• Reducing or Eliminating Capital Gains Taxes
• Reducing the taxation on your large IRA?
• Gift Taxes
• Asset Protection
• Avoiding Probate
• Spend-Thrift Beneficiaries
• Asset Protection
• Special Needs of a Handicapped Child
• Leaving a Legacy
• Business Succession
• Partnership Issues
• Benefiting Your Charitable Causes

Estate Planning is NOT ONLY for the wealthy.

Nor does it have to be complicated. But it should be there! If you don't create your plan, the government will create one for you. It's your choice. Most everyone needs to do some estate planning. Some estate plans require just a simple will, powers of attorneys for healthcare, financial and a living will, Others may require much more thought and preparation.

Non Tax Reasons for Estate Planning

• Appointing Guardians for Children
• Appointing Trustees for Children
• Providing for spouse, children or parents
• Making specific bequests (For Example: Jewelery to daughters, a car to a grandson).
• Power Attorneys and living wills in the even you are not able to make healthcare or financial decisions for yourself.
• Avoid delays and expenses of probate
• Maintain Family Privacy
• Avoid confusion and conflict within the family.

We Work with a Team of Qualified Attorney's to Help you Prepare:

• Wills
• Power of Attorneys
• Living Wills
• Revocable Living Trusts
• Irrevocable Insurance trusts
• Family Limited Partnerships
• Dynasty Trusts

To optimize your estate planning requirements, we share our intricate insights while leveraging the expertise of a highly qualified team of attorneys and CPAs.

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