Estate planning is making a plan in advance to manage your affairs, in the event of incapacitation or death, that reflect your goals and wishes.
Both determine how your affairs are handled.
A will goes into effect upon death and most go through probate. Probate is the process where the state determines how a decedent's assets are distributed based on the terms of your will (if one exists).
A trust avoids the probate process and can provide for the management of your assets during life AND death.
Estate Planning is recommended for everyone. If you own assets (house, car, money, clothes, jewelry, etc), regardless of their value and your income, having an estate plan gives you control over what happens to your belongings and property at death.
Estate Planning is a great chance to choose your legacy and help your loved ones carry you forward.
Otherwise, the state decides what happens when you die.
As a tax attorney, I am uniquely qualified to advise you on how your business, estate planning, or tax decisions can affect your financial position. I can help you avoid unwanted reductions or loss of income and assets by advising you on how to make decisions that align with your financial goals.
You get an all in one Estate Planning experience because you will not have to pay a tax attorney separately to review your estate plan.
This is a general session guided by our intake form where we discuss your needs and determine which service is best for you. You will receive advice on your situation, recommendations, and an action plan for next steps.
*This is required before any service is booked.*
With 10 years as an Instructional Designer, I have developed courses for state and federal government, major corporations, and businesses.
A trained Subject Matter Expert, I can curate presentations, training materials, and individualized learning plans for your needs provided through a licensing agreement or subscription model.
I invite you to explore my design portfolio and schedule a consultation.
Curated deliverables and presentation determined based on need and capacity.
Assessment on overall tax situation and liability, advice on tax consequence mitigation, and correspondence with the IRS on your behalf, if applicable.
We will discuss your financial goals, create a budget, and develop a financial plan you can use with a Personal Financial Planner.
You will receive education on estate planning basics, we will discuss your needs and provide a recommendation for an estate plan.
This service is perfect for individuals on the go, who are not quite ready to begin estate planning, but want to understand how an estate plan can work for their needs.
*You will not receive any estate planning documents. You will receive educational materials and an estate plan checklist.*
Please schedule an Initial Consultation first for your consultation. This package includes:
*Please note that your Estate Plan signing is included in your one hour final session*
Please schedule an Initial Consultation first for your consultation. This package includes all of the incapacity planning documents of Tier 1 (Powers of Attorney forms) and provides:
*Please note that your Estate Plan signing is included in your one hour final session*
Please schedule an Initial Consultation first for your consultation. This package includes all of the incapacity planning documents of Tier 1 and provides:
*Please note that your Estate Plan signing is included in your one hour final session*
Please schedule an Initial Consultation first for your consultation. This package includes all of the incapacity planning documents of Tier 1 and provides:
*Please note that your Estate Plan signing is included in your one hour final session*
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