The Planning Process: Estate Planning
Estate Planning is the process of designing a plan that allows for the transfer of title, control and ownership of your assets to your intended beneficiaries with the least amount of cost and inconvenience as possible. Estate planning lets you know how much there is to leave your heirs. You decide how your estate is to be distributed and who is to be the executor of your estate. Proper estate planning helps keep the state or others from distributing your estate.
At the heart of implementing your estate planning is the Will, a document written by an attorney that transfers the real estate and personal property you own at the time of your death to your heirs or those you designate. In addition, you can create a trust, a written document that distributes your assets to your beneficiaries and helps to avoid probate at the time of your death. It also can help to save on taxes. Additionally, you can help reduce the size of your estate and subsequently the tax liability of your estate through gifting.
The Mohr Group utilizes proven techniques that have been successful in saving estate taxes. We recommend wealth transfer planning strategies to help you minimize the impact of Federal estate taxes to ensure the maximum transfer of assets to your heirs.
We work closely with several reputable estate planning attorneys that will honor a one-hour free consultation. As a service to our clients, should you wish to consult with one of our local attorneys, your Mohr Group professional will accompany you - at no charge - to your initial estate planning attorney meeting.
At the heart of implementing your estate planning is the Will, a document written by an attorney that transfers the real estate and personal property you own at the time of your death to your heirs or those you designate. In addition, you can create a trust, a written document that distributes your assets to your beneficiaries and helps to avoid probate at the time of your death. It also can help to save on taxes. Additionally, you can help reduce the size of your estate and subsequently the tax liability of your estate through gifting.
The Mohr Group utilizes proven techniques that have been successful in saving estate taxes. We recommend wealth transfer planning strategies to help you minimize the impact of Federal estate taxes to ensure the maximum transfer of assets to your heirs.
We work closely with several reputable estate planning attorneys that will honor a one-hour free consultation. As a service to our clients, should you wish to consult with one of our local attorneys, your Mohr Group professional will accompany you - at no charge - to your initial estate planning attorney meeting.
