Saving for your children’s education, purchasing a second home, deciding when and how to retire — these are all topics that people talk about with their friends and their financial advisers, but one topic is often passed over: what will happen to your money if you die? Unfortunately, avoiding the topic doesn’t mean it won’t happen. At some point, someone will have to sort out your estate, regardless of its size. Proper estate planning is crucial to protecting what took you a lifetime to earn.
The IRS and individual states can impose steep taxes on the transfer of the wealth you’ve worked so hard to build, with rates going to as high as 50%...fortunately, there are exceptions! Starting now, there are ways to structure your estate so that you pay little or no taxes when the assets are transferred.
Proper estate planning accomplishes two major objectives — it ensures your wealth is distributed according to your wishes, and it can reduce federal and state tax payments. With many of our clients being family-owned businesses, we specialize in helping families equitably transfer family business wealth.
Our Estate Planning service offerings include:
"We not only succeeded in reversing our financial dilemma, but also established an exciting, new open line of company-wide communications."read more
"During the Strategic Performance Management (SPM) facilitation sessions, I was really surprised by my employees’ enthusiasm. My involvement in day-to-day operations and my stress level have decreased significantly."read more
"Those accurate financial statements have been essential in NaturaLawn successfully opening up new franchise locations throughout the United States."read more
"I appreciate the thoroughness. I can speak intelligently and with confidence with the information provided by you."read more