Help Planning For a Better Future
It makes sense to plan today. Our experts will help you:
- Draft a valid will or revocable living trust
- Setup beneficiary designations on retirement accounts and insurance policies
- Assist with placing the estate in trust for future beneficiaries
- Utilize joint tenancy with right of survivorship
- Create transfer-on-death deeds
- Assist with the creation of payable on death bank accounts
- Gift assets to beneficiaries during lifetime
- Lump sum transfers of small estates via affidavit process
- Use life insurance as a way to pass assets outside probate
- Utilize a special needs trust for dependents with disabilities
- Establish an irrevocable life insurance trust (ILIT)
- Utilize a qualified personal residence trust (QRPT)
- Setting up a charitable remainder trust
- Prepare Final Distributions Reports
- Create family limited partnerships (FLPs) and limited liability companies (LLCs)
- Use tax planning strategies to reduce assets through exemptions, credits and deductions
- Connect with a professional financial advisor for estate planning services
- Transfer real estate into living trusts
- Create limited liability companies (LLC) for property ownership protection
- Set up charitable gift planning strategies
We can get you set up with a consultation with the right professional if you’re ready.
Help With The Probate Process
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Help with Real Property in Probate
Assistance with inherited property.
Help Planning for a Better Future
It makes sense to plan today.
Help with Other Common Issues
Any specific ways we may help.
Is There a Service Cost Involved?
Not all services incur a cost.