Estate & Legacy Planning

The Need for Estate Planning is Vast

How do you want to be remembered by the family you love the most when you are gone? Do you want your wishes to be carried out exactly the way you desire?

Having a Will is not enough.  What most people don’t realize is that with or without a Will, your estate is going to Probate Court.  Probate Court can be a nightmare for your family left behind to settle your Estate; not to mention, costly, due to attorney fees, court fees and probate fees.  And did you know that your estate becomes public information, and anyone can make a claim on your estate; even fraudulent claims?  All of this can be avoided by implementing a properly crafted plan.

We empower people through putting them in control of their own estate plan by utilizing technology and a fully virtual platform that has disrupted the conventional attorneys control over document changes and the archaic methods of the estate planning industry.

We enable clients, in the privacy of their home or their financial advisors office, to create a paperless living trust estate plan that can be electronically implemented, funded, stored, modified, and shared.

Leading Edge Estate Planning

Legacy planning goals often relate to one of the following basic concerns:

  • Preserving and directing the disposition of assets according to your wishes

  • Providing adequate estate liquidity

Accomplishing your Goals

In order to accomplish our goal to help you save what you have accumulated and assist you in passing it on accordingly, our process may include fact-finding and discussions on the following:

  • Life Insurance Trusts

  • Charitable Trusts

  • Planning for the Family Business Owner

  • Split Interest Arrangements

  • Lifetime Gifts

  • Generation Skipping Transfers

  • Post-mortem Planning

  • Planning Strategies

  • The Estate Tax Calculation

  • State Death Taxes

  • Cash Requirements at Death - Estate Liquidity

  • Wills

  • Testamentary letter

  • Durable Power of Attorney

  • Avoiding Arobate

  • Executors Marital Deduction

Contact us about Legacy planning

Fill out our form to be contacted by a member and find out how we can help