Estate planning on your own can prove to be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, healthcare concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning often spark an extensive line of questions: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
You also get help with...
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
If you'd like to learn more about our estate planning services or receive a free tax quote please call us at 1-888-TaxSense or complete the form below.
We offer a broad range of services for business owners, executives,
and independent professionals. We are affordable, experienced, and friendly.
Please call us today at (888) 829-7367. We'll be happy to offer you a free initial consultation. Thanks for visiting!