As our society and tax laws become more complex, careful planning is necessary to ensure that an individual’s wishes for his or her estate are carried out as they had intended. Those ideas may change as one’s life and financial situation change. A client’s estate planning objectives typically relate to one or more of the following basis concerns:
- Protecting loved ones.
- Minimizing estate taxes.
- Providing adequate estate liquidity.
- Ensuring competent management of assets.
- Directing the sharing of assets according to the individual’s wishes.
Don’t leave your estate to chance. Work with reputable advisors who have developed sound relationships with estate planning attorneys, and specialists. Don’t take a chance with just anyone who closes real-estate deals and “dabbles” in estates. Contact us today for sound estate planning advice.