Common Estate Mistakes

• Intestate: An invalid, out of date, or poorly-drafted will may subject your estate to intestacy laws or
  unnecessary taxes.
• Simple Wills: Failure to take advantage of applicable exclusion and arrangement can cause over
  qualification of the estate and mismanagement of assets.
• Life Insurance Policy: Failure to arrange the policy properly can cause the proceeds included in your
  estate or the needs of the insured to be inadequately covered.
• Joint Held Property: A joint title might induce an unnecessary gift or estate tax. It passes property
  by law instead of by will.
• Liquidity: Failure to plan properly can cause your estate to liquidate assets involuntarily.
• Executor/Trustee/Manager: Poor estate management can increase costs and cause conflicts of
  interest.
  

What we do to help with your Estate Planning

Do you need to provide care to minor children? Are there subsequent marriages in your family? Do you have
to provide long-term care to a child with special needs? Do you plan to disinherit any legal heirloom? Do
you want to leave unequal amounts of property to your children?

Based on your personal objectives, we help you with the process of accumulation, management,
conservation and transfer of wealth with legal and tax considerations. Our estate planning helps you avoid
probate, reduces or eliminates estate and gift taxes, imposes controls over properties and assets you own,
and takes care of your personal issues with the following: