The Roots and BT - Tao Of The

The Estate Planning Maze, your guide for the journey Everyone has different goals when it comes to deciding how to distribute your assets and wealth when you pass. You may want to protect your children, provide for a disabled family member, leave money to a school or charity, avoid probate, or simply ensure that your estate passes to your beneficiaries and not to the government. No matter the circumstance, it’s never too early to begin considering estate and elder planning strategies. Unfortunately, estate planning is a complex affair, particularly for middle – high asset individuals and families. The rules surrounding death and inheritance taxes, estates and trusts, etc., are constantly in flux, and require careful attention to detail to ensure that your intentions are met. A simple will is often no longer sufficient to meet the needs of most of our clients.
- Need For Speed Most Wanted The Roots and BT - Tao Of The