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| Estate Planning and Wealth
Succession |
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Most people don't realize how
much money will be paid to the government in the form of taxes
upon the death of an individual. If you haven't planned for
your estate, you may be missing the boat.
To
insure that your heirs receive their inheritance, an estate
plan is a necessity. Whatever your wealth succession goals
are, I can help and am here to represent your
interests.
I can
assist you in developing an estate plan and act as your
representative to your lawyer, your insurance agent and
family.
Don't
know if you have an estate plan that is complete? Review the
checklist below and then call me and let's talk about
it.
Estate
Planning Checklist
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I have
a will and it has been updated in the last five
years.
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My
will reflects the most current state and federal tax
laws.
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My
will reflects changes in births, adoptions or
deaths.
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My
will reflects changes in employment or marital
status.
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I have
appointed a durable power of attorney to another
individual.
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I know
my current net worth.
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I have
planned for distributing my assets to my heirs and
charities.
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If you
can't say yes to all of the above, then your estate plan is
incomplete. I invite you to meet with me in the near future
to discuss your estate.
Tax
Planning Services include:
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helping
individuals arrange their financial affairs
-
assisting
clients in identifying financial objectives and give advice
on strategies for retirement, tax and estate planning, and
budgeting
-
helping
individuals identify financially sound options to achieve
goals such as buying a home, paying for a college education,
or paying off consumer debt.
-
estate
tax planning
-
charitable gift planning
-
succession
planning |
