Estate Planning & Asset Protection

The Burning Special Needs Question

We have several clients with children or other family members who require assistance to make it through their days… and who will continue to require assistance to make it through the rest of their lives. Although the reason that assistance is needed may vary, these situations have one thing in common: the family member caregivers are worried about who will cared for their loved ones when they are no longer around?

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Accidental Disinheritance: Divorce from Reality

Divorce may be the ultimate disruption event in one’s life. It is often fraught with emotional and financial stress which is magnified when children are involved. The resulting “blended families” end up with many complications, including the potential disinheritance of children from a prior relationship.

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Principles of Preserving Wealth

Learn how federal estate taxes work, plus estate management documents and tactics.

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Generally, the goal of estate planning is to provide for the orderly transfer of wealth to the next generation, and in the process:

Maximize the amount of wealth that may pass through good lifetime planning and the judicious use of leverage;
Reduce estate settlement costs;
Reduce the risk of “unintended beneficiaries” which may include potential creditors of wealth beneficiaries as well as the imposition of estate, inheritance and income taxes at death;
Pass on values as well as valuables.

We work along with your attorney and other trusted advisors to develop a well-coordinated estate plan to address all these goals and any others which may be important to you.