Estate Planning

A small amount of work in the area of Estate Planning can help your loved ones and heirs avoid long delays, legal problems, uncertainty, and a potentially large tax burden. Careful planning can save significant taxation and safeguard your heirs' financial security.

A timely and effective estate plan will provide you with benefits other than tax savings. For example, you, rather than the Court, can designate guardians for your minor children. Also, having an estate plan can prevent your family from having to make difficult medical decisions regarding your care.

Your Planning Team

Many people can be "Estate planners" but the best planner, by far, is you. With the assistance of our office, you can become acquainted with the planning process and the benefits. With the assistance of trained professionals, you can learn how to manage your assets and achieve the results you want with your estate. Some professional advisors who can provide assistance include the following:

Are you ready to get started? Take the quiz below to discover what areas of your estate planning needs work.

1. Do you have a will?

yes     no

2. Have you made a provision for guardianship of minor children?

yes     no

3. Have you reviewed your will within the past three years or since the latest tax law changes?

yes     no

4. Are you living in the same state where your will was drawn up?

yes     no

5. Would your family be financially secure if you died?

yes     no

6. Do you understand the problems with owning property jointly with right of survivorship?

yes     no

7. Does your estate plan allow both you and your spouse to utilize the unified credit?

yes     no

8. Are you making appropriate use of the marital deduction?

yes     no

9. Have you considered taking advantage of the annual gift tax exclusion?

yes     no

10. Are you sure your estate plan takes into account all potential tax-savings strategies?

yes     no
If you answered "no" to any questions, or you would like more information from an advisor, enter your information below to be contacted.

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We will never share your personal information, including your email address.

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