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| Estate Planning |
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- Assistance with creating or updating your estate planning documents.
- Explanation of the benefits of living trusts.
- Help with decisions that need to be made before visiting your attorney.
- Illustrations of asset transfer upon first and second deaths based on current document instructions.
- Education and design strategies for asset transfer to children/grand-children to reduce estate taxes.
- Advance estate and gifting strategies - education and descriptions - final drafting by your attorney.
- Recommended strategies include: Family Limited Partnerships, GRATS, Defective Grantor Trusts.
- Assistance with education and design of life insurance solutions to pay estate taxes and maximize asset transfer to the next generation.
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