Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it is truly dangerous to rely on them. You may have a will or trust that leaves the surviving spouse with the inconveniences of dealing with court expenses and trustees. This common arrangement is both tedious and unnecessary for a vast majority of the population.
Your estate plan does not have to be complicated.
With over 35 years helping clients, Wis can show you easy and effective ways to achieve your goals for your loved ones. For example, Wis recently consulted with clients who just wanted to leave their home to their natural heirs. He showed them how to do it without a will or other fancy documentation. Working with Wis, you can enjoy a personal experience with an experienced professional.
If you have a will or trust drafted prior to 2012 it may be a time bomb waiting to go off. Wis can show you how to defuse it. If you have an estate planned will or trust that was drafted prior to 2012 the will or trust probably divides the deceased person’s estate into pieces and places them in trust supposedly to lower the estate taxes. This process can leave the surviving spouse with the expense and inconvenience of dealing with unnecessary trusts and trustees. This arrangement is generally no longer necessary now that more than $5,490,000 is exempt from estate tax. Furthermore, Tax Reform aims to eliminate the estate tax altogether. So who do you need? Trust busters!
Don’t leave your family with a mess. To get started with your estate planning !!RLT Email Package read on.
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