Home Up Locations Contact Us Job Opportunities

 

Estate Planning

 

 

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. 

 

horizontal rule

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.

horizontal rule

Estate Planning Benefits

Effective estate planning will address one or more of the following:

bullet

Protect loved ones.

bullet

Reduce your estate taxes.

bullet

Provide your estate with adequate liquid assets to pay any expenses related to your estate.

bullet

Provide for competent management of your assets.

bullet

Establish proper instructions regarding the disposition of your assets according to your wishes.

bullet

Provide direction in the event of health problems.

horizontal rule

Specific Goals

More specific goals might be:

bullet

Need to pass control of a closely held business.

bullet

Establish a charitable foundation.

bullet

Establish a gifting program for your children, grandchildren, or others.

bullet

The need to establish a guardian for your minor children.

bullet

Setting up various trusts. 

 

Home ] Up ]

Use our Information Request Form for more information or a quote on any of our products and services.
Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees.
Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights
Send mail to NMance@tmlg.com with questions or comments about this web site.
Copyright 2000 - 2010 The Mance Leahy Group
Last modified: December 17, 2010