Estate planning on your own can be complicated and costly. The list of things to take into consideration is endless......state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K'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.
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?
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The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. As part of your estate planning team, our firm is waiting to assist you through every step of the process.
At JT Dillman Services Inc, we've been serving our clients' tax and accounting needs since 1999. If you need help managing any aspect of your home or business's finances, we want to hear from you.
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