Estate Planning

Why Do Estate Planning?

Estate planning focuses on the efficient collection, management, and distribution of your assets and resources according to your wishes. It deals with the unpleasant subject of death.

Understanding and Planning

Although a good estate plan can be designed to minimizes your estate and income taxes, if it does not meet your objectives then it is the wrong plan.

We listen to your desires regarding the distribution of your assets, inform you of the tax and other consequences, and recommend planning strategies.

Failing to plan your estate can mean that the government or unwanted parties will enjoy the major portion of your hard-earned money, instead of your loved ones.

Estate Planning Benefits

Effective estate planning will address one or more of the following:

	Protect loved ones.
	Reduce your estate taxes.
	Provide your estate with adequate liquid assets to pay any expenses related to your estate.
	Provide for competent management of your assets.
	Establish proper instructions regarding the disposition of your assets according to your wishes.
	Provide direction in the event of health problems.

Specific Goals

More specific goals might be:

	Need to pass control of a closely held business.
	Establish a charitable foundation.
	Establish a gifting program for your children, grandchildren, or others.
	The need to establish a guardian for your minor children.
	Setting up various trusts.

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Estate Planning

Why Do Estate Planning?

Understanding and Planning

Estate Planning Benefits

Protect loved ones.

Reduce your estate taxes.

Provide your estate with adequate liquid assets to pay any expenses related to your estate.

Provide for competent management of your assets.

Establish proper instructions regarding the disposition of your assets according to your wishes.

Provide direction in the event of health problems.

Specific Goals

Need to pass control of a closely held business.

Establish a charitable foundation.

Establish a gifting program for your children, grandchildren, or others.

The need to establish a guardian for your minor children.

Setting up various trusts.

Use our Information Request Form for more information or a quote on any of our products and services. Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees. Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights

Send mail to NMance@tmlg.com with questions or comments about this web site. Copyright © 2000 The Mance Leahy Group Last modified: April 29, 2004

Use our Information Request Form for more information or a quote on any of our products and services.
Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees.
Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights

Send mail to NMance@tmlg.com with questions or comments about this web site.
Copyright © 2000 The Mance Leahy Group
Last modified: April 29, 2004