Our goal is to provide you with options that suit your needs and make every step of the process as smooth as possible. We are committed to your success and future, and believe that the life you have built is individual to you. Therefore, we adapt our services to fit your specific needs. I have spent years delivering peace of mind, well thought out estate planning and asset protection solutions.
I know how important it is to secure the future of your estate and finances. I have made it my mission to save my clients every dollar possible in court costs, attorney fees and taxes. With my expertise and commitment to excellence, your legacy is in good hands. A trust administration is a necessary process and there are many steps that must be done to ensure proper administration.
I know how important it is to secure the future of your estate and finances. I have made it my mission to save my clients every dollar possible in court costs, attorney fees and taxes. With my expertise and commitment to excellence, your legacy is in good hands. A trust administration is a necessary process and there are many steps that must be done to ensure proper administration.
Services
I want to avoid probate or plan for potential estate taxes. I need to plan for minor children or a special needs child. I am concerned with what will happen if I become disabled. I have a blended family. I want to protect my estate in the event my surviving spouse re-marries. I am concerned that a child will get divorced or have financial problems.
Estate planning is a thorough strategy for any person to manage their assets. Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning for what will become of your property and responsibilities after your death can be an overwhelming task, governed by complex state and federal laws.
There are many things in life you may want to protect. Asset protection planning is designed to protect your wealth during your life. In order to protect your assets from the risk of seizure by an adverse party, it is essential to organize your assets and affairs in advance using the most favorable entities, agreements and system of laws.
Thoughtful business planning provides direction for your company. It acts as a road map to guide you as your business moves forward and encounters unforeseen obstacles. A proper business plan can establish a retirement income, reduce taxes and provide for beneficial use of your assets upon your retirement or death.
A living trust simply means that the transfer of property and assets to the trust fund is done while you are still living. In other words, you are planning ahead for specified parts of your assets and estate to be distributed to beneficiaries that you have chosen. Until you pass away, the assets are managed under a set of rules that you have dictated by a trustee that you have chosen.
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Joyce Cooper Oliver
Aug 17, 2021
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