A Calmer State Of Mind For Your Estate
In the last 20 years, major estate planning laws have changed eight times. Currently, we are without a Federal Estate Tax, but next year it comes roaring back in a way that may burden many unsuspecting Americans with significant Estate Tax liability.
Plus, many estate plans written in previous years may have unintended consequences if someone were to die this year.
We work closely with you, your attorney, and estate tax experts to provide flexible estate planning solutions for everyone. While we provide planning for high net worth clients, we also do detailed planning for estates of all sizes, focusing on:
- Do I need a will?
- Do I need a trust for my children?
- Is a revocable trust better?
- Do I need Powers of Attorney and Health Care Declarations?
- How should I set up the beneficiaries on my insurance and retirement plans?
If you're like most people you've put this off too long. Now is the time to schedule a review: Contact us for help.