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Estate Planning

An effective estate planning strategy covers several aspects of your life.  Both at death and if by any chance you become disabled.  You may designate someone you trust, to ensure your estate planning strategy gets executed in case you are not able to.  You may be as creative and detailed as you possible in order to fulfill your exact wishes.

Federal and State income taxes and other liabilities can significantly dilute your estate. We can help ensure continued income for your family, working with your legal advisor, prepare your estate to provide liquidity to cover expenses and meet your family's need for immediate cash.

To ensure that your wishes are respected, and to assure that you pay the least amount in taxes, legal fees and court costs, the right instructions need to be provided.

Estate planning is making a plan in advance. Estate planning encompasses many aspects. Among them are drafting a will or trust, leaving a health care directive or a living will prepared, as well as designating trust administration.

Besides these aspects, quality estate planning must include:

  • Instructions for your care if you become disabled before death
  • Who will serve as a guardian for minor children
  • Life or disability insurance, to replace your income if you can not work
  • Instructions regarding your business operations
  • Revisions; this is not a one-time event. Your plan should be reviewed and updated whenever there are changes in your family, finances, or laws that pertain to your situation.

Too many people don't take the time to plan. Without your own plan, your estate likely has one for you- ones that you may not even like.

Estate Planning is for everyone, as we can not predict how long we will live. Accidents and illnesses can happen at any age.

Estate planning doesn't have to be expensive, start with what you can afford.The costs of estate planning vary greatly, depending on the complexity of the estate and the different instruments used to preserve it. A simple estate plan can be very economical, especially if you consider the expensive costs associated with probate administration cases. Filing your own plans in order to save money is an unnecessary risk. A financial professional can provide key guidance and assure that your documents are prepared properly.

Most estate plans are created with the help of an experienced attorney, specialized in estate law and personal finance.

The best time to plan your estate is now. 

Our estate planning can provide important comfort for an individual and their family; it is a series of steps that prepares an individual's asset base for management in the event of disability or death, including the bequest of assets to heirs and the settlement of estate taxes.


How can we help you in 3 simple steps?

1) Identify your needs 

Starting with a single dialogue, we listen carefully. We establish a clear and comprehensive definition of what are you looking for.

2) Explore alternatives 

With highly trained professionals in a variety of financial disciplines and concepts. We strategize the most suitable and individually design plan for you.

3) Recommend best strategies for you

At this point we discuss the strategy most suitable for your needs.  Now you are ready to take action on your financial plans and pursuit of your goals.

Everything starts with a call...  +1 787 771 0005

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