75% Die Without An Estate Plan
78% Say Dying Without an Estate Plan Is Rude
You’ve worked hard and saved for retirement, and you’d like to leave your family something other than tax bills. We will work with you and your estate attorney to help protect your assets and your heirs and to help your family manage if you are incapacitated.
Estate planning will be different for each person and family. You have to define what “estate planning” means to you so that YOUR goals will be met. Here are some benefits of a comprehensive estate plan:
Benefits of Estate Plans
Medical
- Maintain continuity of medical decisions in every state of life.
- How medical choices to be made if incapacitatied (agent or stated)
Control
- Avoid Probate
- Maintain Privacy
- Divide Assets per your wishes
- Provide instructions to manage
- Religious Considerations
Values
- Transfer wealth across generations on your terms.
- Help a favorite cause
Taxes
- Minimize Federal Taxes
- Minimize State Taxes
Working with Trusted Legal Professionals to Implement:
Revocable Living Trusts
Living wills & advanced medical directives
Irrevocable trusts
Wills
charitable trusts
Grantor retained trusts
Durable & healthcare powers of attorney
Life insurance trusts
Spousal lifetime access trusts (SLATs)
Review Revisit Revise
Nothing remains static
–Tax and property laws.
–Family situations.
–Assets and net worth.
–Health.
–Feelings.