Is Your Estate Prepared to Easily Pass to Your Loved Ones After You're gone?
why and how to get your estate in order now, so your loved ones aren’t left with uncertainties, unexpected fees, and unnecessary legalities when you’re gone.
We will review how estate taxes work, how to estimate yours, and the many reasons you want to prevent your estate from going into probate.
A will is not enough. We will review all the documents needed to get your estate in order, including advanced healthcare directives and durable power of attorney.
From gifting assets, setting up a trust, and purchasing life insurance, there are things you can do now to limit the taxes that will be owed on your estate.