Personal Financial Planning |
Estate Planning |
Elder Care
Estate planning on your own can be complicated and costly. And the list is
endless...state taxes, bureaucracy, probate courts, unfair appraisals, health care
concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or
cremation costs, and intent regarding death-postponing treatment to name a few.
Not knowing your legal and financial rights often ends up costing you more in the
end.
Planning what happens to your estate when you're gone can seem frustrating
and intimidating without qualified help, but the process ends up saving your
family lots of time, heartache and money.? And Bodine Perry can help.?? Every
estate planning situation is different. In order to help you, we want to know you,
your unique situation and the nature of your relationships. We offer discussion,
recommendations and useful research tools to make your planning simple,
efficient and worry-free. At every step of the process, we'll be there with you.
We help you...
- Clearly define your estate planning goals.
- Organize and create your estate planning team (experts on law, finance, and
taxes) if you need one.
- Evaluate and recommend estate planning options.
- Prepare, organize and review your estate planning documents including current
wills, trusts, health care and power of attorney.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working plan for conserving and effectively managing your estate after
death.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other
expenses.
- Amend your plan as needed.
You?ll also receive help with...
- Living Wills and Trusts.
- Lifetime Family Wealth Transfers.
- Family partnerships and other business relationships.
- Leaving money to charities.
- Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you
don't need to do it alone. Our team is available to assist you through every step of
the process.
