Wills & Trust
Protection of a family’s assets coupled with a well devised asset transfer plan can maximize generation to generation benefit. Failure to take simple steps or if required, more complex estate plans can have substantially different outcomes. Outcomes effecting both the protection of one's assets or the passing to the next generation.
Contact us to discuss further some of the questions you should be asking.
Qualified retirement planning*
Ira spousal rollover*
Or claiming independent life expectancy?
Trust or titling?
A proactive asset transition plan calls for proactive contemplation.
In good times anticipate uncertain futures to better weather financial storms.
In difficult times foreclosure defense provides for a reasonable debt workout process that may result in a position of no personal debt or short sale liability. Tax outcome of debt forgiveness dependent on property type and taxpayer individual financial position.
Business transition and installment sales success are highly dependent on thoughtful consideration and experience of proper securitization of seller financing if applicable.
Elective share trusts
Enhanced life estate deeds.
Durable power of attorneys.