Estate & Financial Planning Assistance
Anyone who owns property -- a home, a business, investments, retirement plan account, collectibles, etc. -- needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed after your death. If you have no estate plan at all, your property could be distributed according to your state's intestacy laws without regard to famiily needs or your desires.
Estate planning is an ongoing process. Each individual is unique in that each one has a different set of goals and ideas. These goals, over a period of time, may change and with those changes, will come the necessity to update the estate plan. As the estate grows, so does the need to plan. Asset preservation and ways to avoid estate taxes become primary focal points.
There are many ways to achieve financial success, as there are tools to accomplish certain tasks. Your agent will help you choose the most appropriate tool in estate planning strategies to bring about your future financial objectives, and help you understand the vast arena of estate planning techniques.
- Credit Shelter Trusts
- QTips Trusts
- Life Insurance Trusts
- Gifts to Minors
- Gifts to Family & Friends
- Crummey Powers
- Personal Residence Trusts
- Charitable Remainder Trusts
- ... and much more
If you'd like to schedule an appointment with our financial advisor, Jim Counts, Benefits Director, give him a call at: 703-834-3120.