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Estate Planning

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The State of Minnesota recently announced that one individual's estate just paid over $100,000,000 in estate taxes.  And, that didn't include whatever was owed the IRS.

Estate and Trust Planning is a process of analyzing who should receive your wealth, when should they receive that wealth, what assets should be distributed, and how should your wealth be distributed.

Most people do not want to pay estate taxes.  Probably not a surprise.

Many times charities are recipients of bequests that minimize taxes and provide for worthy causes.  Additionally, you may determine you need funding vehicles to pay estate taxes or increase inheritances.

Another concern may be that your heirs are provided their future needs.  And, if they are young, you may not wish for them to receive what they need over their lifetime in one distribution provided at an inappropriate age.

Or, your concerns may include that you want to assure your brother receives your prized coin collection.

It may also be important to name guardians for children or special needs family members.  And, you may be concerned about who will take care of you and make decisions for you if you cannot.

All these issues and many others encompass trusts and estate planning.

Financial Coach Advisors, Inc. may work with you, your attorney and designated other advisors to assist you with these issues if you engage us through our financial planning process.

Call us today to get started.

 

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Financial Coach Advisors, Inc. is a Registered Investment Advisor in the State of Minnesota.  David A. Lloyd is a licensed insurance agent in Minnesota and Wisconsin.

This website is intended to solicit business in only those states that Financial Coach Advisors, Inc., David Lloyd, or any other affiliate is appropriately licensed.