Estate Planning

Leave Your Estate to Your Family – Not to Taxes and Probate Fees

You’ve worked hard all your life. So, when the time comes to pass your assets onto your loved ones, the largest portion should go tothem, not to taxes and probate fees.

This is why a sound estate plan is crucial. For one thing, it will reduce the taxes and fees owed by your estate, leaving more money for your family or friends.  It also ensures that your beneficiaries receive the estate proceeds as soon as possible.

Many people believe a will is all they need. However, your plan should include more than this. There are several issues to consider, which you can read more about here.

We’ll help you cut through the maze of estate and tax laws by working with you, and if needed, your lawyer and accountant.  Together, we can ensure your estate and family are protected.

If you would like to discuss options for your estate plan, we are happy to meet with you. There is no cost, and no obligation. If you feel comfortable with the options we present, we can continue working together. Contact us now to arrange an appointment that works for you.