Estate Tax Return Preparation and Estate Planning
Planning what happens to your assets when you become incapacitated or die involves a complex thought process and can be intimidating without qualified help. Not addressing your legal and financial rights will cost your family more in the end. Santini and Company offers seasoned, rational and compassionate expertise in tackling these issues.
Here are some estate planning questions to answer: Is your child 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 estate taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
If you think you're too young to care about estate planning or the thought of your own death makes you uncomfortable, the above statistics state that you might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
Santini and Company can help
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Clearly define your estate planning goals
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Organize and create your estate planning team
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Evaluate and recommend estate planning options
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Organize and review your estate planning documents including current wills, trusts, health care and power of attorney
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Decrease the problems and expenses associated with probate
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Lessen taxes at time of death
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Arrange for management of your estate in the event you are incapacitated
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Draft a working plan for conserving and effectively managing your estate after death
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Transfer the assets of your estate to heirs the way you want
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Living Wills and Trusts
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Leaving money to charities
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Preparation of estate and trust tax returns
You don’t need to try and muddle through this on your own. The team of experienced financial planners and tax accountants at Santini and Company is waiting to assist you through every step of the process.
If you'd like more information about our estate planning services please complete this form to setup a Free Consultation, or call us at 954-473-5656
