Estate planning is not only for the very wealthy. If you do not have an estate plan, the Internal Revenue Service and the state in which you reside have already created an estate plan for you. If you do not want to rely on the IRS and your state’s rules, and you own something of value that you would like to protect or pass on to someone at your death, you may benefit from creating an estate plan. Thoughtful estate planning allows people to arrange their assets to accomplish their personal goals and desires. Some common goals include providing financial security for your immediate family, transferring property to beneficiaries with minimal delay, minimizing taxes and expenses, planning for incapacity and easing emotional strain on your family.
The type of planning that we assist individuals and families with is very personal and customized. No two families are the same. Therefore, no two estate plans are alike. Estate planning is more than just creating a bunch of boilerplate forms using fill-in-the-blank answers. Estate planning is about taking the time to talk with and listen to our clients, learning their goals and desires, then providing them with alternative means by which to accomplish their goals and desires.
Our firm has the experience and expertise to assist your family with thoughtful counseling to provide practical estate planning solutions in a timely and cost-effective manner. We are able to assist clients in Indiana, Michigan and Florida with estate planning services.