Estate Planning
Estate taxes are no longer a problem that affects only the very wealthy. Consider the value of your home and life insurance and you can see that your estate may already be facing a sizable tax liability.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
But the best estate plan also takes into account personal wishes and desires. Do you want to leave a legacy to your children and grandchildren? Are there charities to which you want part of your estate to go? Does what you want to do match up with what your children expect?
Addressing these very personal issues is an important part of the estate planning process that I can help you manage successfully.
Business Succession Planning
If you are a business owner, providing for business continuity and succession of ownership is of particular concern. I can help you develop a “living succession plan” today that can be adjusted and adapted as the years go by.
Should you pass along your business to the next generation? Or sell to a partner or competitor? These are the questions I can help you answer. I can guide you in forming a timely and effective estate plan that will provide tax-savings as well as other benefits.
Estate Planning
Bass, Doherty & Finks
Estate & Corporate Law
Financial Planning:
Lori Ulm
College Planners