Estate Planning

What Will my Estate Plan Cost?

When considering such a legacy strategy, one of the first questions is: What will it cost? The answer to this question depends on several factors, including the complexity of your estate, whether you need a will, trust, or both, and whether you use a lawyer or other professional to help you create your plan. Obtaining professional services for something so important is highly recommended

Any estate can be complex, so consulting with an Estate Planner will help ensure that your estate is well planned out and protected for your beneficiaries.

Solutions

Strategic solutions help individuals and families protect their assets and plan for the future. Creating such a plan is the process of preparing for the transfer of one’s assets during their lifetime or after death. A strategic Living Trust & Will takes into account the unique circumstances of the individual or family and develops a plan that meets their specific needs and goals.

There are many benefits to having a strategic plan in place. It can help to ensure that assets are protected from creditors and predators, minimize taxes, and maximize the distribution of assets to loved ones. A good strategy can also help avoid probate, which can be lengthy and expensive.

Individuals and families should work with an experienced professional to develop a strategy that meets their specific needs and goals.

I recommend every client have a Will, Power of Attorney, and Health Care Proxy.

The strength of my Estate Planning Practice and Living Trust document preparation is the many years of experience in this area. Not only do I draft current and complete Wills, Living Trusts, and Estate documents, based on the estate planning laws; but also assist clients and family members in the administration of Wills, and Living Trusts . We can discuss if a Living Trust is right for you.

In addition, I can provide complete business and tax strategies in the formation of limited liability company entities. Limited Liability Companies are an excellent vehicle to operate any business for asset protection from liability as well as tax savings.