Leaving a legacy for your family is an important goal for many retirees. We work with a well-established estate planning attorney to ensure that all assets are titled properly to avoid probate and ensure your legacy will be efficiently distributed to the next generation, with a minimum of tax. We also review your IRA and 401k beneficiaries to make sure they match the intent of your will.
And for your convenience, the attorney comes to our offices, so you don’t have to go anywhere else.
Additionally, we can create a Family Estate Organizer designed to help your executor efficiently settle your estate. The Organizer will provide a comprehensive framework documenting all of your assets, debts and final planning documents. Using our 6 month checklist, your executor will be able to work through the estate settlement process in an orderly manner – easing their burden during a difficult time of transition.