Estate planning is the preservation and disposition of assets upon one’s passing. After decades of working, saving, and investing, the government still sees fit to tax what you “transfer” to your heirs and loved ones.
Prior to and after your passing, you have many options of where your assets can go, such as charities, children, and other choices. But whether it will be taxed or not relies on many variables and planning.
Depending on the planning of your assets, ownership titling, and Will declarations, your estate may be complex and complicated or relatively simple. In all cases, we evaluate your current situation along with your future wishes in developing a plan and implementing those strategies.
Whether simple or complex, we work with you and your estate planning attorney to draft the agreements and documents to support the strategies and plan.