A well-drafted estate plan is your assurance that the taxes and costs associated with your death will be minimized.
A good estate plan also keeps the process of settling your estate as simple and efficient as possible. Most importantly, your estate plan will ensure that your assets will be used to benefit the people or charities you choose, and in the amounts you desire.
Effective estate planning begins with a full review of a client’s desires and objectives. We consult with individuals and their families, together with their other professional advisors, to review existing planning and to consider appropriate revisions. We identify and address issues and strategies related to estate taxes and liquidity problems, transfers of family businesses, as well as the future financial security of spouses, children and other beneficiaries.
Primary Goals of Estate Planning
- Avoid Probate
- Avoid Conservatorship
- Eliminate Federal Estate Tax (regardless of what congress decides)
- Control Distribution of Assets to Beneficiaries
Planning Tools Utilized
We will assist you in choosing the right documents which will insure your wishes are respected if you are incapacitated and after you have passed away.