The list is endless: state taxes, bureaucracy, probate courts, unfair appraisals, health care 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 bring more questions than answers:
Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified assistance. You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
And we can help.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.
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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.