Our clients are often shocked to learn just how much wealth they actually have. One of our clients purchased a small piece of property in 1941. She was delighted when we found it recently valued at over $600,000—but immediately fearful when she realized this would result in her estate owing tax upon her death. By educating the client regarding estate taxation and using some creative estate planning tools, we were able to eliminate payment of estate taxes and put her mind at ease, so she could enjoy her retirement years. You might be worth more than you know; let us sit down with you and discover just how much wealth you have and how you can preserve as much as possible with proper planning.

DID YOU KNOW
Revocable Living Trusts avoid the probate process if you collect your assets and transfer them to the trust before you die. However, in certain circumstances, the probate process could be beneficial. Contact us today to help plan your estate.