Wealth Transfer Planning
Effective wealth transfer planning focuses on the needs of your beneficiaries. This often begins with making sure that your spouse’s needs are provided for in the event of incapacity or even death. In addition, this may include your children or grandchildren or even a favorite charity.
Learn how E Trustee Counselors can help you ensure your wealth and values are transferred the way you intend.
Fundamental Estate Planning
A basic estate plan should contain a simple will, a financial power of attorney, a healthcare power of attorney, and a living will. Most people will also decide that a revocable living trust is better than a simple will. Depending upon your unique situation, this planning could also include making choices about whom replacement parents for your minor children would be if something happens to you, or it may require that we plan to reduce or eliminate estate taxes, or plan for the continuity and succession of your business.
Learn how we can assist you in your unique planning situation, whether your planning is basic or complex.
Probate & Estate Administration
Because probate can be a lengthy, costly and public process, many people choose to avoid it. There are a number of legal strategies that will allow you to pass property to another person after death, without going through probate.
E Trustee Counselors can assist you with Trust & Estate Administration – find out how.
Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
Learn more about planning for long-term care.
Family businesses are the backbone of the American economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country.
Find out how we can help you preserve your family business
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.Google Author