One of the obstacles clients must overcome when they make the decision to do their estate planning is a fear of the cost. This fear is unfounded. If I can show you how to get your estate planning for free, then one major roadblock to protecting your family will be gone (as will one of your reasons to procrastinate).
The reality is that you can probably save more money by having a Will than it costs to prepare your complete estate plan. In other words, your Will is free.
The essential documents include the old standbys, a Will, Revocable Trust and Powers of Attorney for Property and Health Care.
The primary method of reducing your estate taxes is to reduce the size of your estate. There are many ways to accomplish that goal. Annual
General Concepts. Lifetime gifts and testamentary gifts are subject to both federal and state taxation. There is an exemption amount for gifting. There are no
It is easy to imagine a situation where you need medical care, but you are unable to make the necessary decisions because you’re unconscious or
A Power of Attorney for Property is an important estate planning tool. It allows your designated agent to make financial decisions for you. A Power
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If you’re ready to take the next step, download the free Confidential Estate Planning Questionnaire