Do You Have an Estate Plan?
Learn How Estate Planning Can Benefit You
Download Your Free Estate Planning Report Today
Estate planning: it’s something we tend to put off. Many people also believe that an Estate Plan is only for the elderly or for the very wealthy. Estate Planning is for anyone with assets. Investments, retirement savings, and real estate are considered assets, among many other things. An Estate Plan allows you to anticipate and plan for how you want your assets managed and distributed in the event you become incapacitated or after death.
What is Estate Planning?
Estate Planning is the process of piecing together several Estate Planning tools, such as a Wills and Trusts, which legally outlines how your estate will be managed in your lifetime and after. Using several Estate Planning tools, you can make sure that your financial goals for your estate are met, and that your legacy is passed on to the right people and not predatory bargain hunters. Consult an Estate Planning attorney and find out how you can:
Is an Estate Attorney a Necessity?
You can make an Estate Plan without an Estate Planning attorney, but the truth is, putting together the best possible plan requires expert help. attorney legal professional has the knowledge and experience to assess your needs and tailor your plan specifically to you. Without an Estate Planning Attorney, it’s hard to know if something’s been left out – or if complications will arise after it’s too late to make a change.
Download Your Free Estate Planning Report
For more information, download this special, free report on Estate Planning. When you download your free report, 15 Reasons to Do Estate Planning, you’ll find out how:
Featured Blog Post
Federal Estate Tax & Married NY Same-Sex Couples
The passage of the New York Marriage Equality Act back in 2011 had some profound implications from an estate planning perspective.
Here in New York we have a state estate tax, and in 2013 there is a $1 million exemption. So, assets that you have that exceed $1 million in value are taxable as you are transferring them to your heirs.
However, t… read more–>