Estate Planning

Area of Concern
Estate Liquidity and Estate Tax Liabilities.

Summary
With current estate taxes starting at 30% and capping at 55%, even a moderately successful person should spend some time looking into this area. By reviewing this issue, our clients have achieved estate liquidity and also resolved many estate tax liabilities. All of this is possible with good planning. An estate plan should encompass wills, trusts and charitable contribution possibilities. Funding of the estate taxes is another topic to be covered.

Required for Review
Any current wills, trusts and all property that would be included in one’s estate. This should include all investment accounts, retirement accounts, real property and insurance policies.