We all have goals we want to meet during our lifetime. The education of our children, a comfortable and financially secure retirement and perhaps a new home or a second home. The first step of estate planning is to help you plan for – and realize – these lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to help save you on taxes and manage your property in an efficient and profitable way during your lifetime.
PleaEstate Planning services are provided working together with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.