The two certainties in life are death and taxes. Many people think that estate planning is about the combination of the two. They are not wrong, but they are not exactly right.
Obviously one of the goals of estate planning is minimizing taxes due at your death, but it is probably more important to know what is going to happen to your assets after you are gone. Your assets are your legacy. They may be valuable assets such as an investment portfolio, a thriving business, real estate, or expensive jewelry. Or the value may be more sentimental such as family heirlooms, photographs, keepsakes, and mementos. But have you taken the time to ensure that your wishes are carried out after your death?
We have the experience to work with your lawyer on the design of your wills and trusts. We will invest the time with you and your family to make certain we understand your wishes and desires, and to help you become comfortable within your own finances. We can show you how to balance taxes, charity, and your desire to provide an inheritance. We will explain your options until you understand them.
The time to put your estate plan together is now. If you wait until the day you need it, you no longer get to have a say in the matter. Our goal is to make your experience as comfortable as possible by explaining your money and our recommendations in common terms while providing excellent customer service.
Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposed of avoiding penalties imposed under the United States internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.