Why Do Estate Planning?
Estate planning focuses on the efficient collection, management, and distribution of your assets and resources according to your wishes. It deals with the unpleasant subject of death.
Understanding and Planning
Although a good estate plan can be designed to minimizes your estate and income taxes, if it does not meet your objectives then it is the wrong plan.
We listen to your desires regarding the distribution of your assets, inform you of the tax and other consequences, and recommend planning strategies.
Failing to plan your estate can mean that the government or unwanted parties will enjoy the major portion of your hard-earned money, instead of your loved ones.
Estate Planning Benefits
Effective estate planning will address one or more of the following:
More specific goals might be:
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