Estate PlanningSome law firms only market estate planning services towards clients with high net worth, business executives and those who have challenging heir situations. At Kaufman Law Group, LLC, we believe that everyone needs estate planning. No matter what your personal worth or the value of your business, you need to address how your estate will be handled upon your death or incapacity. Doing so protects you, your family and the business you have invested so much in.
When Special Attention Is NeededWhile everyone should have a solid estate plan, there are some situations that create added concerns and require greater attention to detail. Those who have minor children or a disabled dependent, for example, must make special arrangements in their estate plans for their care. Additionally, those who have estates valued at greater than $3.5 million will need to consider estate taxation in their planning. If you have an IRA or retirement plan for which long-term income tax deferral or avoidance is an important objective and/or you have a business you plan to pass down, will also need professional estate planning counsel. At Kaufman Law Group, LLC, we are highly experienced in sophisticated estate tax planning. The Estate Planner’s ToolboxThere are many different tools used to craft a comprehensive estate plan. Some of these tools include:
Which tools are best for your estate plan depends on your particular situation and the needs of your family. At Kaufman Law Group, LLC, we are well experienced in creating effective estate plans customized to each of our clients that maximize wealth, minimize taxation and preserve your legacy. Contact us today to learn how our firm can help you create the estate plan you need. |
