Regardless of the level of your wealth, or your amount of possessions, everyone should have a plan in place to assure that their wishes are carried out and their families are not unduly burdened.   People often underestimate their net worth, not realizing the cumulative effect of their business, retirement and investment accounts, home and other real estate, and therefore discount the need for an estate plan.

 

What is estate planning?  Creating a will, assigning power of attorney, creating a trust…the list can be daunting.  Faw Casson will walk you through the process.   We will help you define your personal net worth and decide the most beneficial way to develop your estate.  We will take the time to understand your goals, and create a complete plan that will take you there.

 

The current estate tax rules for gifts and estates will expire at the end of this year. The political landscape is unpredictable, and there is not enough time to “wait and see” what will happen after the November election. Call us now to begin working on your estate plan and take advantage of the opportunities that are available for a few more months.

 

What is gift planning? It is a strategy used for transferring wealth during your lifetime. Some people do it for tax reasons, others so they can see their family enjoy the benefits. Let us help identify opportunities for you, and together we can determine if gifting is a good fit for your situation.