Estate Planning

Estate Planning is a complex task, requiring the help and support of an estate planning attorney. Proper estate planning will allow you to provide for your loved ones after you are gone, while minimizing or eliminating estate taxes.

To help you meet this goal, Financial Abundance Guide explains:

  • The use of wills and will substitutes to avoid probate.
  • Why dying intestate is never a good idea.
  • Why community property is not a will substitute.
  • Why you could be subject to estate taxes if your total estate, including your house, is worth over $1 million.
  • The computation of federal estate and federal gift taxes.
  • How to use a “bypass plan” or an “estate equalization plan” to provide $4 million to your heirs and pay no estate tax.
  • Passing your business to your heirs with no estate taxes.
  • The use of “living wills” and Advanced Medical Directives.