Not Only For Ultra Wealthy!
Estate planning, when done correctly, should first and foremost provide you with the peace of mind that you have done everything possible to protect your family's wealth for your next generation. Good estate planning will help you eliminate unnecessary probate costs, guardianship hearings and death taxes.
- J.P Morgan lost almost 69% net worth due to Estate Taxes
- John D. Rockerfeller lost almost 64% net worth due to Estate Taxes
- Robert F. Kennedy lost almost 63% net worth due to Estate Taxes
- Conrad N. Hilton lost almost 53% net worth due to Estate Taxes
If these rich-and-famous lost more than half their estate, imagine what percentage you could lose. Let’s help you plan and leave more for your loved ones, rather than giving it to Uncle Sam. All good estate planning starts with making sure that your property is legally owned in an appropriate way. In other words, regardless of what you may have heard or think, unless your property is correctly titled even the best estate plan will fail to distribute it properly. Please complete the “no obligation” consultation request form for your personalized estate planning strategies or call (800) 554-7822 now.