Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401Ks, annuities, and burial or cremation costs to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers:

  • Could an heir be too young to inherit?

  • Should the inheritance be given at a certain age?

  • Is the intended beneficiary in a shaky marriage with divorce as a possibility?

  • Are there children from a previous marriage?

  • Should inheritance be protected from potential creditors of the heir?

  • Are there taxes that can be avoided?

  • Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.

We Can Help You Focus on What Really Matters

  • Clearly define your estate planning goals.

  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

  • 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.

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.

*Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and TD&T CPAs and Advisors, P.C. are independent of ProEquities, Inc.

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