For most people, the best things in life aren’t just things. Such a cliche statement, but it holds so much meaning and intent. Most people know how important it is to have a current will in place. However, estate planning doesn’t begin and end with a will.
Everyone must discuss and potentially create wills, testamentary trusts, power of attorney appointments, health care directives, and guardianship of minor children.
But, after those are accounted for, we dive in much deeper and discuss all sides of estate planning, which includes legacy planning both while living and after you are gone, succession planning if you own a business, all charitable strategies if so inclined, annual gift tax exclusions, and protection strategies to help ensure you maximize what you have worked hard for and plan to transfer to the next generation.
After completing your plan, we are hoping that you will feel comfortable knowing everything is set up according to the wishes for you and your loved ones.
Our goal, along with your attorney, is to help ensure your estate planning delivers your assets to the right people, at the right time, in the right way, protecting the beneficiaries from legal or personal misfortune. We also want to help you secure a valuable legacy for your loved ones – not the IRS.
Life has no guarantees, so if you have not gone through this process or need a second set of eyes because your situation has changed over the years, please schedule some time with us, as we will be thrilled to help.