Estate planning on your own can be complicated and costly. And the list is endless... federal taxes, gift taxes, 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.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
You may feel that you're too young to care about estate planning. Or, perhaps the thought 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.
The most important thing to remember about estate planning is that while minimizing taxes and fees are important, the most important and critical focus of estate planning is providing for your family and ensuring that they receive your estate in the manner you want - distribution decisions are the most important focus. Then we can work on the details to accomplish your goals.
And we can help.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We guide throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you and your legal advisors.
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The thought processes and documents with estate planning can be daunting, but you don't need to do it alone. We will assist you through every step of the process.