Estate planning on your own can be complicated and costly. The list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401(k)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.
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
You may feel that you are too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache, and money.
We can help.
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. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
We help you...
- Clearly define your estate planning goals
- Organize and create your estate planning team (experts on law, finance, and taxes)
- Evaluate and recommend estate planning options
- Prepare, organize, and review your estate planning documents including current wills, trusts, health care, and power of attorney
- Decrease the problems and expenses associated with probate
- Lessen taxes at time of death
- Arrange for management of your estate in the event you are incapacitated
- Draft a working plan for conserving and effectively managing your estate after death
- Transfer the assets of your estate to heirs the way you want
- Organize fair and adequate liquidation of estate to cover taxes and other expenses
- Amend your plan as needed
You also get help with...
- Living wills and trusts
- Lifetime family wealth transfers
- Family partnerships and other business relationships
- Leaving money to charities
- Preparation for estate and trust tax problems
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
We currently have individuals licensed to offer securities in the states of AR, AZ, CA, CT, FL, GA, IA, IL, IN, MI, SC, TX, VA, and WI. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Mueller Financial Services, Inc. Mueller Financial Services, Inc. and 1st Global Capital Corp. are unaffiliated entities.
