Estate planning on your own can be complicated and costly, with an endless list... 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. Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs? Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. That's why A 2 Z Business and Tax is here. You may feel that you're too young to care about estate planning. Or maybe the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will take care of itself. In all cases, estate planning ends up saving your family time, money, and heartache.
Let A 2 Z Business and Tax guide you through difficult decisions. Every estate planning situation is different. In order to help you, we want to get 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. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you. We help you...
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The hassles and red tape associated with estate planning can be daunting, but you don't need to tackle it alone. The A 2 Z Business and Tax team is waiting to assist you through every step of the process.
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