“How Does the Estate Planning Process Work?”
This video takes you through the entire Estate Planning process from the first meeting, to the preparation of the documents and finally the signing.
We discuss your goals, ideas and most importantly, asset protection, minimizing taxes, titling and beneficiary designations.
“When Do I Need to Update My Estate Plan?”
This video discusses events which will help educate you as to when it is the right time to review your estate plan and touch on the reasons why. We will discuss why estate taxes and income taxes should be re-visited. Our goal is to ensures taxes are zero. Titling and beneficiary designations have to be correct in order to avoid probate and make sure everything goes to the correct beneficiary.
Updating Powers of Attorney, particularly as it relates to health care and life support, is very important. Most important of all, revisiting asset protection to make sure your inheritance is protected from bad people and maximizing the protection for your spouse, your children, your grandchildren or whomever the beneficiaries may be.
Special Consideration for Business Owners
…as it relates to their estate plan and business as a whole
This video discusses a common question and concern: “How will my business pass to my spouse and particularly to my children or beneficiaries. We can achieve that by bringing estate taxes to zero; asset protection for children and minimizing income taxes.
We will discuss how you can make sure your business is transitioned where you want it to go without headaches and hurdles.
For more information, please contact us at (630)221-1755.
“How Does the Estate Planning Process Work?”
This video takes you through the entire Estate Planning process from the first meeting, to the preparation of the documents and finally the signing.
We discuss your goals, ideas and most importantly, asset protection, minimizing taxes, titling and beneficiary designations.
“When Do I Need to Update My Estate Plan?”
This video discusses events which will help educate you as to when it is the right time to review your estate plan and touch on the reasons why. We will discuss why estate taxes and income taxes should be re-visited. Our goal is to ensures taxes are zero. Titling and beneficiary designations have to be correct in order to avoid probate and make sure everything goes to the correct beneficiary.
Updating Powers of Attorney, particularly as it relates to health care and life support, is very important. Most important of all, revisiting asset protection to make sure your inheritance is protected from bad people and maximizing the protection for your spouse, your children, your grandchildren or whomever the beneficiaries may be.
Special Consideration for Business Owners
…as it relates to their estate plan and business as a whole
This video discusses a common question and concern: “How will my business pass to my spouse and particularly to my children or beneficiaries. We can achieve that by bringing estate taxes to zero; asset protection for children and minimizing income taxes.
We will discuss how you can make sure your business is transitioned where you want it to go without headaches and hurdles.
For more information, please contact us at (630)221-1755.
