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 You already have an estate plan... even if you have not taken a single step to prepare one! If you do nothing, the state will distribute your money when you die according to their procedures, not your wishes. Many people think that estate planning is a grim and morbid subject. They put it off because they are “too busy”, or because death is a depressing subject, or they think that they are not wealthy enough to need it. Most people need certain documents, such as a simple will, a medical power of attorney, and a durable power of attorney. In more complicated situations, a revocable trust (or two) may be called for, possibly an irrevocable trust, or other types of trusts. If you have a favorite charity, you many consider how to give some of your assets through charitable trusts, for example. Tax planning for estates over $2,000,000 is essential as well. An analysis is done to see if you currently have, or will develop in the future, the necessity to pay estate taxes to the government. With proper planning, this tax can be eliminated, or at least reduced. We help you decide what tools are necessary, and how to apply them properly in your situation. We maintain several relationships with estate planning specialists, and seek to make sure your objectives are properly out, and executed through these specialists. Click here for more information on Estate Planning. |
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Global Financial Planning Group, LLC
- 3155 W. Big Beaver Road - Suite 123 - Troy, MI 48084
Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through Global Financial Planning Group, LLC; a registered investment advisor and separate entity from LPL Financial. Copyright © 2003 Global Financial Planning Group, LLC
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