ESTATE PLANNING SERVICES

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Why Plan Now?

Perhaps it's the subject matter - death, incapacity, taxes - that causes many of us to avoid estate planning.  Or maybe it just seems like too much work, and we don't know where to begin.  However, there are important reasons for having an estate plan, and this is a good place to start.

Simply put, a well-designed estate plan can help bring confidence that you and those you care most for will enjoy the security of your assets.

If you've been putting off estate planning because you believe the estate tax will be repealed, remember that estate planning is more than tax planning.  Regardless of the estate tax's future, your need to plan a smooth and efficient wealth transfer to the next generation or charities will remain.

If you should become incapacitated or die, an estate plan lets you address specific needs or problems, such as:
 

• Avoiding delay and frustration in estate settlement
• Avoiding an unnecessary estate tax liability
• Providing for dependents with special needs
• Leaving assets to a noncitizen spouse
• Benefiting a charity
• Specifiying the amount, manner and timing of distributions to young or financially unsophisticated heirs
• Leaving assets to children from a previous marriage

If you've been putting off getting your estate in order because it seems like an overwhelming task, you should know that planning to leave your assets in an orderly fashion is often easier than you anticipate.

To learn more about our Estate Planning Services, take a look at our brochure.  If you feel that these services may be of interest to you, please contact us and we'll let you know what steps are next.

Northsound Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.