Estate Planning Consultation

Get a complementary 60-minute consultation that will provide clarity and give you peace of mind.

Most people don’t know where to start or who can help. They don’t have a source for answers and they’re not convinced anybody really understand their concerns.

Take advantage of my complementary 60-minute consultation.

During our time together, I’ll answer your questions, I’ll give actionable solutions, and I’ll put you on the path toward achieving your goals.

We can tackle your tax and financial concerns, like:

  • Not having a current and sustainable financial or retirement plan.
  • Estate taxes consuming too much of your estate when we die.
  • Appreciation in your estate being subject to the estate tax.
  • Having to sell assets to create the liquidity necessary to settle your estate, pay the taxes, and satisfy debts.

We’ll discuss Family Concerns, like:

  • Heirs selling business your business operations or land purely for financial gain.
  • Children or beneficiaries losing an inheritance to creditors, lawsuits, or a divorcing spouse.
  • Children or beneficiaries losing an inheritance due to a lack of sound money management.
  • An inheritance that may be passed to or received by other than lineal descendants.
  • An inheritance being mismanaged or squandered by an executor.
  • An inheritance received by a disabled child or beneficiary that may render them ineligible for governmental benefits.
  • Assets left to a spouse that may not go to the intended heirs as a result of remarriage.
  • Unnecessary hard feelings or litigation stemming from an heir who receives less than they think they are entitled to receive.
  • Heirs who may not appreciate the dedication and hard work necessary to manage a farm or business.
  • Aging parents who may need financial assistance as they age.

Together we’ll talk about your Succession Concerns,

  • Family farm or business failure due to a lack of planning and management experience in the next generation.
  • Current plan leaving those heirs who active in the farming operation NOT in control.
  • Unnecessary expenses associated with the sale of a farm or business due to not having a succession plan.
  • Treating all children and beneficiaries fair and equal.
  • Creating unnecessary financial obligations for the farm or family business.
  • Illiquidity forcing a sale to satisfy the estate tax and other estate settlement costs.
  • Jeopardizing family harmony due to a lack of communication about your estate or succession plan.
  • Unintended consequences stemming from a buy-sell agreement that is incomplete or out of date.
  • Failure of the corporate shield to protect personal assets because entity requirements, i.e.: meetings, minutes, officers, etc., have not been followed.

Our discussions will be private and confidential, so we can address concerns related to:

  • Unnecessary costs, administrative delays, and public scrutiny associated with having to go through probate.
  • Having to sell assets to create the liquidity necessary to pay taxes, satisfy debts, create equal distributions, and satisfy expenses.
  • An executor who may not understand their fiduciary duty or is unaware of the level of personal commitment required to fulfill obligations.
  • Confidential and private matters being made public.

By the end of our conversation, you’ll walk away with peace of mind, knowing there are solutions to your most pressing estate and succession planning problems.

A complementary 60-minute consultation will provide solutions for you, your business, and your family.

A free 60-minute consultation will provide solutions for you, your business, and your family.