You don't want to make a decision that you will regret later.
Taking on the task of estate planning can be complicated and costly if you try to do it yourself.
Many times, thoughts of estate planning bring many more questions than answers. You may ask yourself: Could my heir be too young to inherit my estate? What age is appropriate for the inheritance be given? Are there children from a previous marriage and if so, how should that be handled? How can I protect the inheritance from potential creditors of the heir? Can we set it up in a way to avoid additional taxes? How does probate court come info play and can it be avoided?
The process of planning what happens to your estate when you’re pass can feel frustrating and pretty intimidating without the help of a qualified CPA.
The younger generation tend to delay their estate planning because they feel that they’re too young to care about it at their age. Or, perhaps maybe the thought of dying and leaving your loved ones makes you feel uncomfortable. You might be tempted to delay planning, assuming that you have plenty of time.
In all cases, estate planning winds up saving your family a lot of time, pain, hard feelings and money.
We want to help you!
First of all, every situation is different. We will customize your estate plan with you. We will get to know you and your situation & the nature of your relationships. We will offer you our recommendations and research tools that will make your estate planning simple, efficient, and worry-free. We will be available throughout the entire process to further discuss your questions, change of circumstances, and any alternative options. We will be with you at every step.