Estate & Legacy Planning
THE FOUNDATION OF ALL PLANNING.
Asset Protection Are you bulletproof?
What is Asset Protection?
Why is Asset Protection so important?
Estate planning is very important as it relates to how things end or even begin for the next generation. Estate planning involves the avoidance of probate, and involves a proper and ordered distribution of your estate to your heirs. It may also involve the separate reduction of taxation on your estate and insures your family remains together avoiding the discord often experienced by so many families without ordered distribution.
- Comprehensive Estate Plan Documents
- Terminal Illness Plan Documentation
- Powers of Attorney (Financial)
- Powers of Attorney (Healthcare)
Estate Plan Funding
What is it?
The funding of an estate plan is the term used for the transfer of assets currently owned by the Trustor that are going to be placed into the trust. Funding is simply transferring titled assets in your name to be transferred into the name of your trust.
Once your estate plan has been created and executed, specifically your Trust, the next most important step is the proper funding. It is important that assets owned in your name that may go through probate in your state, is in the name of your trust. This may include retirement accounts, bank accounts, property, land, executive properties and more. Remember those titled elements not included in your trust will go through the probate process.
How We Help
Not only can we assist with the documentation of trusts and other estate planning documents, be we can also assist you with direction, instruction and the drafting of general documentation to aid the funding process.