Estate Planning - may include:
- Reviews to ensure that wills, trusts and powers of attorney for business affairs
and health care are in place
- Estate tax analysis and recommendations to reduce estate taxes
- Review(s) of personal and/or unique desires for estate distribution
- Review(s) of current beneficiary designations
- Review(s) of proper titling of assets (Accounts, property and real estate)
Benefits: Significant savings to survivors in time and money by minimizing estate taxes
and avoiding the costly probate process. Maintain privacy by avoiding the public probate
process. Maximize tax-free growth of retirement plan benefits. Assurance that your
survivors are taken care of in the manner you desire. Peace of mind that “your plan” is
established and that your heirs will be freed from the burden of having to make decisions.
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