What Does Estate Planning Involve?

Estate Planning involves the orderly arrangement of one's financial affairs so as to maximize the value of the estate when transferred at death, to the people and institutions favored by the deceased, with minimum loss of value because of probate, taxes, and forced liquidation of assets.  A well-structured estate plan is invaluable.  Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.  While the process of planning your estate can raise some difficult emotional and personal issues, your heirs will be glad that you did so, and you will be comfortable knowing that your wishes are assured.

Estate planning is not just for the wealthy.  According to AARP and other independent studies, smaller estates are often impacted more by probate (percentage wise through attorney and court fees) than larger estates.  They can take just as long (months or even years) to go through the probate process as larger estates.

We offer the most comprehensive estate planning programs available.  We will review both your investment portfolios and other personal vehicles such as Wills, Trusts, and insurance programs to assist you with an estate plan and financial plan that will help you meet your personal and independent objectives.  We work with our nationwide network of Estate Attorneys and Tax Accountants and can implement an Estate Plan that is customized to meet all of your estate planning needs, from the simplest to the most complex. 

With Proper Estate Planning we can:

• Provide for Protection from Incapacity or Incompetency
• Appoint a Guardian for You
• Appoint a Guardian for Your Minor or Disabled Child
• Leave Assets to Your Heirs When and How You Want
• Eliminate Probate (No Attorney or Court Fees)
• Reduce or Eliminate Estate Taxes
• Keep Your Affairs Completely Private
• Distribute Your Assets To Your Heirs, Quickly and Quietly 
  Within Days - Instead of Months or Years.

These are just a few of the benefits of Proper Estate Planning and there are many more.  We can help you decide whether you need a trust, and what type or types, would be best suited for you and your heirs.

Please call us with your questions, and to schedule your FREE  no obligation appointment with one of our Professional Advisors.