Ranalli Zaniel Fowler & Moran, LLC

ProActive Estate Plan

Benjamin Franklin once said: "Certainty? In this world nothing is certain but death and taxes." Then again, Woody Allan once said: "I'm not afraid to die, I just don't want to be around when it happens."

Estate Planning may be defined as the process of controlling your assets during your life and after your death with several primary objectives.

There are five important reasons for you to have a ProActive Estate Plan.

First, you want to form an investment plan to provide enough assets to meet your retirement needs.

Second, you want to pass your property and money to whom you want, when you want, and how you want.

Third, you want to avoid the time and uncertainty and attorney fees and costs of a court probate proceeding.

Fourth, you want to provide an extra layer of asset protection for your assets.

Finally, you want to reduce, if not eliminate altogether, your estate taxes which, if left unchecked, can total a whopping 35% of your assets.

Your ProActive Estate Plan might include:

  • Living Trust
  • Pour-Over Will
  • Living Will
  • General Power of Attorney
  • Health Care Directive
  • Family Limited Partnership
  • Charitable Remainder Trust
  • Education Trust
  • Irrevocable Trust
  • Life Insurance Trust
  • Special Needs Trust
  • Buy-Sell Agreement
  • Joint Tenancy Agreement
  • Pay on Death Account

Call (702) 477-7774 today for your FREE ProActive Estate Plan consultation with Mr. Jordan.

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