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|Estate Planning and Wealth
Most people don't realize how
much money will be paid to the government in the form of taxes
upon the death of an individual. If you haven't planned for
your estate, you may be missing the boat.
insure that your heirs receive their inheritance, an estate
plan is a necessity. Whatever your wealth succession goals
are, I can help and am here to represent your
assist you in developing an estate plan and act as your
representative to your lawyer, your insurance agent and
know if you have an estate plan that is complete? Review the
checklist below and then call me and let's talk about
a will and it has been updated in the last five
will reflects the most current state and federal tax
will reflects changes in births, adoptions or
will reflects changes in employment or marital
appointed a durable power of attorney to another
my current net worth.
planned for distributing my assets to my heirs and
can't say yes to all of the above, then your estate plan is
incomplete. I invite you to meet with me in the near future
to discuss your estate.
Planning Services include:
individuals arrange their financial affairs
clients in identifying financial objectives and give advice
on strategies for retirement, tax and estate planning, and
individuals identify financially sound options to achieve
goals such as buying a home, paying for a college education,
or paying off consumer debt.
charitable gift planning