Your estate planning is as unique as the circumstances of your life. Life events such as business ownership, second marriages OR being in a “non-traditional” relationship ALL have an impact on your planning. Having children with unique circumstances such as drug abuse OR special needs can create unique estate planning concerns. Additionally, Federal estate law imposes a “death tax” upon your estate if it exceeds a certain value (this is based upon your gross estate without accounting for debts).
For all of the above reasons, carefully considering the following questions will help you identify key estate concerns and assist us in helping you identify focus areas as we begin your estate planning process. Your information is held in the strictest confidence and is never shared with anyone.
Don’t worry if you’re uncertain about answering any question as part of our process is to assist you in clarifying any problem areas.