Effective Planning is more than simply creating a will or a trust or any other estate planning documents. It is a process that continues throughout your lifetime and after you die to ensure that your estate planning goals are achieved. We accomplish effective planning by:
- Avoiding unintended disinheritance of a surviving spouse, surviving children or other beneficiaries;
- Using the estate tax exemption to maximize protection from unnecessary tax burdens and offer asset protection to a surviving spouse and/or loved ones;
- Protecting your loved ones and your hard earned property in ways that traditional planning does not, which often compromises the estate plan goals after a disability or death, when it cannot be corrected;
- Using advanced planning techniques to keep more of your assets in your family or with other loved ones.