Estate planning on your own can be complicated and costly. The list can seem overwhelming... state taxes, bureaucracy, probate courts, appraisals, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships.
BT&Co. can help. . .
- Clearly define your estate planning goals.
- Evaluate and recommend estate planning options.
- Review your estate planning documents including current wills, trusts, health care and power of attorney.
- Decrease issues associated with probate.
- Reduce taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Provide recommendations and referrals for preparation of wills and trusts.
- Prepare estate and trust tax returns.
The issues associated with estate planning can be daunting, but you don't need to do it alone. Our team is ready to assist you through every step of the process.
