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Estate Planning
Estate planning is the process by which an individual, or nuclear family
with the person's consent and approval, arranges the transfer of assets to heirs
or other beneficiaries. The reason for this is to provide the family, or anonymous
miscellaneous beneficiaries, with legal rights to the property after the individual
has passed away.
Aspects of Estate Planning, include:
- Trusts
- Wills
- Family Limited Partnerships
- Uniform Probate Code
- Gift Tax
- Dynasty Trust
- Joint Tenancy
Estate planning goes well beyond drafting a simple will. The goal of estate
planning is to make certain that your wishes and intentions are properly expressed
for the time when you can no longer express them. Also, estate planning
typically minimizes potential taxes and fees.
We will provide a comprehensive plan that will ensure your wishes are carried
out and that your taxes are minimized. |
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