Planning For Your Family's Future
For some, when they hear the words “estate planning”, they figure it’s something only rich people do. While we can all agree that the owner of the Cleveland Browns probably has a more complex financial situation than you or I, estate planning is important for anyone who has anything of value they’d like to pass on to someone else.
I specialize in working with two types of clients:
- Those who are receiving assets following the loss of a loved one.
- Those who want to make sure that their investments and savings get passed on to their loved ones as efficiently as possible.
Proper estate planning is more than just having a will. Whether it’s setting up your investments for a smooth transition to your beneficiaries or receiving investments from a loved one, often times you only get one chance to do this correctly. Simple mistakes and oversights can cost account owners and beneficiaries 40% or more in taxes and penalties. With proper planning, the right strategy and attention to detail, this can be avoided.
To see how we may be able to help you, please click here.