Estate Planning Strategies
Planning an estate is about leaving a legacy, a lasting gift to loved ones, heirs and charitable interests. Good planning can help minimize taxes and coordinates the distribution of assets to family members, minors and charities. Creating a well-rounded plan for your estate requires trusted guidance and experience.
We Can Help Ensure All Of These Questions Are Addressed As We Work Together With You, And Are Able To Work With Your Legal And/Or Tax Advisors In This Complex Area:
HOW CAN I ENSURE MY ASSETS GO TO THOSE PEOPLE I CHOOSE IN THE MANNER I CHOOSE?
ARE MY PRIMARY AND CONTINGENT BENEFICIARIES UP TO DATE?
HOW CAN I MINIMIZE THE INVOLVEMENT OF THE COURTS AND THE STATE IN MY ESTATE?
DO I NEED A WILL OR A LIVING TRUST?
WHAT IS NON-PROBATE PROPERTY VERSUS PROBATE PROPERTY? WHY DO I NEED TO KNOW THE DIFFERENCE?
ARE MY ASSETS TITLED PROPERLY?
WHAT IS THE MOST APPROPRIATE WAY TO LEAVE PROPERTY TO A MINOR, AN ADULT WITH SPECIAL NEEDS OR ONE WHO HAS FINANCIAL ISSUES?
HOW DO I ACCOUNT FOR PROPERTY I OWN OUT OF STATE?
WHO WILL MANAGE MY ASSETS IF I AM UNABLE TO?
HOW CAN I PREPARE FOR THE FINANCIAL RISKS OF LONG TERM HEALTH CARE? HOW CAN I LEAVE MY FAMILY IN THE BEST POSITION TO MANAGE MY CARE AND MINIMIZE THE RISK OF SIGNIFICANT DEPLETION OF MY ASSETS?
HOW CAN I STAY CURRENT WITH CHANGING LEGISLATION THAT CAN IMPACT MY ESTATE?
Equitable Advisors, its affiliates and financial professionals do not provide tax or legal advice or services. Financial professionals of Sequoia Financial Group can work along with their clients other personal advisors regarding their specific situation.