Estate Planning

Estate-Planning

We cannot see the future, but I have often said, “tell me the day you are going to die and I will tell you what you should do now.”

Each potential date of death carries with it financial and tax consequences that should be managed for optimal results in best and worst-case scenarios.  

Estate planning is always about control. Who will control your assets both while you are living and after you have deceased?  While technically, the estate has more to do with assets after death, there are legal and financial instruments that are commonly put in place that control assets while a person is alive and unable to handle their own affairs.

Statistically, over 70% of Americans don’t even have a Last Will & Testament. The ramifications of this are quite shocking. It may be safe to presume if someone doesn’t even have this in place, they are likely to have many of their assets exposed to financial, legal and tax perils.  

As an Independent Associate of LegalShield, we assist clients with access to competent attorneys that can handle all of your estate planning needs. Contact us today to discuss your estate planning needs or Click Here To Access Our Legal Shield Website.

  • Upcoming Events

    • No events
  • Editors Picks

  • Subscribe For Latest Updates

    Subscribe for blog and newsletter updates 

    Invalid email address
    We promise not to spam you. Your information will not be sold, rented, or given away.  You can unsubscribe at any time.

    Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

    CPA Login

    only use this login if you have a CPA account with us.