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You want to control your property while you are alive and
well, taking care of your loved ones and yourself if you
become disabled. Before or after your death, you want to
distribute your property to whomever you want, whenever you
want, and however you choose. You also want to avoid any
unnecessary taxes, court costs or other fees.
Quality estate planning results from an experienced
counseling-oriented advisor who carefully listening to your
needs, goals and concerns. Since each client has individual
needs, we never attempt to fit you into a "one size fits
all" plan. Your estate plan is designed with your
cooperation and your family in mind, because each family is
unique.
Steve's Partner Stores & Info Center
Advisory Services, Inc. will help you plan, protect and
preserve your wealth and family values. We will work with
you and your other planning professionals as a "TEAM" to
meet your planning objectives, for you and your loved ones.
WHAT IS "LOVING TRUST" PLANNING?
It's more than controlling property and distributing your
funds. It's passing along family values, your heritage, your
hopes, aspirations, dreams and your goals for generations to
come.
For example, do your children know:
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their grandparents' birthdates and anniversaries?
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any relatives that were in the Armed Forces? The details
surrounding those events?
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your family's values, traditions and religious beliefs?
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your own "growing experiences" in life?
Equally if not more importantly, is the idea of providing
detailed information regarding your children and loved ones.
Have you considered the importance of:
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a personal letter to the guardians chosen for minor
children e.g. (why you chose them, your intentions regarding
schooling, college, religion, etc.)?
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a personal letter to your own children expressing your
hopes and desires for them if you are no longer there?
It has been said that most people will leave more detailed
instructions for their babysitter than information with
respect to their estate plan when they are no longer around.
These are priceless treasures that need to be memorialized
now by incorporating them into your estate plan. Let us help
you properly plan, protect and preserve not only your
"possessions", but also your "family values and heritage".
IS A LIVING TRUST EXPENSIVE?
A living trust does cost more initially than a will. But the
cost of not preparing a LOVING TRUST, if only measured in
tax savings, is so much greater!! Consider your estate plan
like you would consider the purchase of your home; the
initial cost more than justifies the benefits you'll receive
for many years to come. The "overall" cost is the most
important consideration. It has always been true that the
important question is not "how much does such-and-such
cost", but rather; "what am I actually getting for my
money"?
We can show you how to plan for a lifetime, same money, save
taxes, save court costs and fees, and get a "superior"
estate or business succession plan, all at the lowest
"overall" cost to you and your loved ones.
IS ESTATE PLANNING REALLY A LIFETIME PROCESS?
Yes. Estate Planning is not a "one-shot" event; it is an
ongoing process. Families change...goals change...assets
change...and the law is always changing.
We can offer you an initial estate or business succession
plan coupled with annual or bi-annual information and
updates, as well as a contract for final post disability or
death services that will provide quality planning at the
lowest possible overall cost to you and your loved ones. |