Get started with the Estate Planning Guide – now is the time to think about your family and your future
Estate planning can sometimes involve dozens of different documents that must be tailored to meet the needs of the client. Most individuals and families are not aware of the options and legal needs that they must evaluate to protect and transfer assets. This can be a costly mistake – optimizing the transfer of wealth can save families thousands in estate taxes. Certain types of trusts can help families with each of their unique circumstances or wishes.
Here we have summarized many of the key points we discuss with clients when we first meet. The biggest obstacle when it comes to estate planning is simply getting started. We encourage you to review our Estate Planning Guide to start thinking about what your needs might be or what questions you have; an experienced Bucks County estate lawyer can walk you through exactly what you should consider to protect your family’s future and your assets. You should also reference the Estate Planning Checklist for more detailed information on documentation.
If you have any questions about the Estate Planning Guide, our team can help. Feel free to submit an inquiry online. Or call our office at (215) 486-8171 to schedule a consultation with a Doylestown estate lawyer at the Law Offices of Michael Kuldiner, P.C.