Advanced Trust Planning
There may also be some unique circumstances that may need to be addressed in an Estate Plan that may need some special attention.
Charitable Giving
It is not uncommon for clients to direct part of their estate to organizations and causes that they have an affinity for. There are also some beneficial tax incentives that may be taken advantage of.
Educating Heirs
Transferring an Estate can be a complicated and overwhelming task for heirs that are unprepared for the task. It is usually prudent to educate and train heirs on their duties and responsibilities so these matters can proceed as planned.
Wealth Transfer (Estate Planning)
Clients usually want to be able to pass on their wealth that they have not used in Retirement to their heirs in a fair and orderly fashion. This takes careful planning and preparation so that the process proceeds as the client has desired.
We can help you make the most of what you have!