Estate Planning
You’ve worked your lifetime building assets to leave a legacy for your family. However, upon your death, there are certain realities which if not planned for, create a burden for your loved ones. At R&R, we’ll work with you to properly plan for the settlement of your estate.
Who should have an estate plan?
Some people see no need for estate planning until they reach a certain age or wealth. But in truth, it’s wise for anyone who has assets, no matter what age, marital status or financial wealth, to plan your estate in the event of your death.
Why should you develop an estate plan?
- Reduce the amount of taxes that will have to be paid
- Increase the likelihood that your assets are distributed the way you want. Without a plan, state laws will determine your beneficiaries.
- Provide the liquidity needed for estate settlement expenses at a minimum cost
Contact Us for additional information and to start your plan today.
Last modified on October 31, 2007 at 11:19:45 AM