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Estate Planning & Wealth Transfer
Reviewing Wills and Trust Documents
Helping clients develop an end-of-life plan (and instructions) in order to ease the process for beneficiaries to receive assets.
Re-registration of Assets when Estate Plan Changes
If you establish a Revocable Living Trust but neglect to re-register your assets into the Trust, your beneficiaries will wind up in Probate Court, which the Trust was designed to prevent.
Provide "Final Instructions" worksheet
Before you make your transition from this world to the next, it greatly helps your beneficiaries to know what you want while you still have capacity.
Charitable Gifting and Wealth Transfer Strategies
If you want to share some of your wealth with causes, animals, the environment, or less fortunate humans, there are many tax-friendly ways to accomplish that.
Strategies for Reducing Estate (death) Taxes
We start this discussion with you once your net worth starts to approach $4M (if single) and $7M (if married couple).
Education/Guidance Regarding Ethical Wills
Living/Ethical Wills relay your values, your life experience, and your counsel to your loved ones.
Guidance/Handling of the Estate When Death Occurs
This is a difficult time for families, so we step in (yes, we're grieving too) to assist and take care of the details in order to lessen your family's burden.