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遗产规划

遗产规划 on your own can be complicated and costly. 这样的例子不胜枚举... 状态 税, 官僚主义, 遗嘱认证法院, 不公平的评估, 卫生保健问题, 继承人的资格, 人寿保险, 爱尔兰共和军的, 401K's, 年金, 土葬或火葬费用, and intent regarding 死亡-postponing treatment to name a few. 不 knowing your legal and financial rights often ends up costing you more in 结束.

遗产规划 on your own can be complicated and costly. 这样的例子不胜枚举... 状态 税, 官僚主义, 遗嘱认证法院, 不公平的评估, 卫生保健问题, 继承人的资格, 人寿保险, 爱尔兰共和军的, 401K's, 年金, burial or cremation costs, and intent regarding 死亡-postponing treatment to name a few. 不 knowing your legal and financial rights often ends up costing you more in 结束.

的想法 e状态 planning often bring more questions than answers: Could an heir be too 年轻继承? Should the inheritance be given at a certain age? 是 intended beneficiary in a shaky marriage with divorce as a possibility? 是 there children from a previous marriage? Should inheritance be protected from 继承人的潜在债权人? 是 there 税 that can be avoided? 你是 able to avoid the probate court rules, delays, and costs?

Planning what happens to your e状态 when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about e状态 planning. 或者,也许 the reminder of 死亡 makes you uncomfortable. 你可能会想把 whole thing off, assuming that it will just take care of itself. 在所有情况下, e状态 planning ends up saving your family lots of time, heartache and money.

我们可以帮忙.

Every e状态 planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. 我们提供 discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the 过程 for further discussion regarding questions, change of circumstances, and 选择. At every step, we'll be there with you.

我们帮助你...

  • 很明显 define your e状态 planning goals.
  • 组织 and create your e状态 planning team (experts on law, finance, and 税) 如果你需要的话.
  • 评估 and recommend e状态 planning options.
  • 准备, organize and review your e状态 planning documents including current wills, trusts, health care and power of attorney.
  • 减少 the problems and expenses associated with probate.
  • 减少 死亡时的税收.
  • 安排 for management of your e状态 in the event you are incapacitated.
  • 起草一份 working plan for conserving and effectively managing your e状态 after 死亡.
  • 转移 the assets of your e状态 to heirs the way you want.
  • 组织 fair and adequate liquidation of e状态 to cover 税 and other expenses.
  • 修改你的 根据需要制定计划.

你还会得到 帮助...

  • 生活 遗嘱及信托.
  • 一生 家族财富转移.
  • 家庭 partnerships and other business relationships.
  • 离开 向慈善机构捐款.
  • 准备 for e状态 and trust tax problems.

争吵和 red tape associated with e状态 planning can be daunting, but you don't need to 独自完成. Our team is waiting to assist you through every step of the 过程.

如果你愿意 more information about our e状态 planning services, please contact our office.

 


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