Estate Planning
Estate Planning in Lafayette, IN
You have been effective in handling your money during your lifetime, but now you have to think beyond this to the fiscal security of your family when you are no longer here to take care of them. Sound advice from a professional Lafayette, Indiana estate planning financial adviser can provide you reassurance that your cash, property, and resources will be appropriately dispersed after you're gone.
Family Tax & Financial Services LLC has helped many people in our community prepare for the future financial security of their loved ones. No matter your economic situation, it's never too early to begin estate planning for your financial potential. Family Tax & Financial Services LLC can assist you in defining your estate planning goals, and offer the best options tailored to your individual needs.
Will and Trust Preparation
Your will summarizes how your assets will be distributed, and who will administer your own assets, in the event of illness, incapacity, or death. Failure to acquire a will could result in complicated legal entanglements, which could prevent your assets from being distributed correctly.
Life Insurance
If you've got a life insurance plan or retirement savings program, it's important that the person you want to receive the cash is clearly stated. Naming a beneficiary will ensure that the insurance amount will be passed without taxation or probate fees.
Charities
Charitable giving is a wise choice for people who wish to return. Additionally, it can also help reduce taxation at the time of passing.
Specify your Wishes with Family Tax & Financial Services LLC
Estate planning on your own can be a daunting and confusing task. Let Family Tax & Financial Services LLC help you. We know that estate planning is very different from client to client, and we devote the same meticulous care and attention to detail to every single one of our clients, regardless of their current financial position.
When you team up with Family Tax & Financial Services LLC, you will benefit from a group of expert estate planning financial advisors who will be with you every step of the way. We will organize and review your estate planning documents with you, and ensure they meet your needs and desires. We are committed to excellence in everything we do, and will ensure that you understand every step of the process clearly.
Give Family Tax & Financial Services LLC in Lafayette, IN a call today to learn more about our estate planning services, discuss our affordable rates, or schedule a consultation with one of our financial advisors today. Our friendly and knowledgeable staff is always happy to answer any questions you have, and we look forward to serving you soon!
