Ensure you have made smart decisions to manage and dispose of your estate once you are no longer alive. We can help by explaining the consequences of property titling, strategies to transfer property estate planning documents, gift and estate tax sources of estate liquidity, taxation of trust, marital deductions, intra-family and business transfer techniques, and estate planning techniques.
Some of the questions that may come up during our estate planning conversations include:
Have you planned for joint ownership?
Have you designated beneficiaries for all your assets?
Have you considered establishing a living trust?
Have you completed a financial durable power of attorney form?
What options for transferring wealth do you want to consider?
What are the tax ramifications of various estate planning options?
Your answers will be unique — and so will the way we work with you to assist you with appropriate estate planning.
Complimentary Resource Guide
The Retire Ready Checklist
Reveals the 3 things you need to know if you want to retire and stay retired.
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