Estate Planning and Wealth Transfer

Without proper planning, one’s estate – or legacy – is likely to be diminished significantly at death, and distributed with little regard to one’s personal intentions.  Leaving a mess can breed confusion and greed among the heirs.  Also, the tax laws and the current legal environment are making it more and more complicated to transfer wealth from one generation to another.  The average probate takes longer than 18 months to clear the court system and approximately one half of your entire net worth, above a certain level, is earmarked for the IRS in the form of estate taxes.

Fortunately – there is a better way.  Coordinating the key elements of every estate plan can save time, make the transition smoother for survivors and result in thousands, even millions of dollars being passed on to those you choose rather than to taxation and transfer costs.  Each estate is different, and with the proper guidance can be configured to leave a lasting legacy to the values of those who built it.

Superior Planning, Inc. has the insight and experience to tailor an estate plan to your family’s needs, and see that it is carried out in the future.  We will work with you and your attorney to develop a plan that minimizes estate taxes, the transfer time, confusion and costs, and maximizes the assets passed on to your designated heirs.

We wrote the books for families preparing for and transitioning after the death of a spouse, The Coming Widow Boom and The Widow’s Bridge.  We also have years of experience in estate settlement to draw upon as we help you develop the plan that is right for you.

Contact us now to see if we have the common ground to get you where you want to go.