Why
Outcomes for your family and for meeting your Goals. The top 4 reasons for estate planning are:
Designate Heirs including any charitable recipients
Name Guardian(s) for minor children or pets
Minimize Taxes, Preparation and Filing Costs – as well as time delays
Prevent Family Conflicts.
Our Tax Planning service gives you access to financial professionals who are dedicated to listening to you and learning your life goals & preferences along with your financial and family situation. They are ready to identify financial pros and cons that relate to estate planning factors and scenarios.
How
Process
Our planning staff collaborates with you to be well prepared to implement legal advice and legal-document preparation services from a qualified attorney or source:
Discuss Your Objectives: What are the outcomes which are most important to you?
Prepare an Inventory of Estate: Assist you in listings all assets, tangible, intangible and digital and any debts. Document how each is titled and where it is held and how it is accessed.
Review Current Estate Plans: Document who is the current beneficiary of each asset that has a named beneficiary. According to those beneficiary designations, asset titles, most recent will, and, if applicable, trust agreement(s), chart the flow and value of assets. Does this outcome agree with your preferences?
Review Scenarios: Discuss different scenarios that may better match your preferences.
Suitability
Anyone with:
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Assets
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Children who are minors
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Disabled family members
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Pets
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Businesses
Anyone who is:
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Newly married
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A new parent
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Newly divorced
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Re-married
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Married to a spouse or partner with declining health
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A person with assets in more than one state or more than one country