Thanks for your help with this matter.
Jackie Lomax, Tax Manager,
PKF Accountants, Friday 02/10/2015
Estate planning is a holistic term used to cover advice regarding your present and future financial circumstances ensuring the best protection is given to the protection and preservation of your assets for future generations.
Betar Lawyers will work closely with you and your accountant and financial advisor to ensure we offer the best advice to protect you and your assets.
Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future. The most essential activity is to talk to a lawyer who can help out with all parts of estate planning.
Estate planning involves the process of anticipating and arranging for the disposal of your assets. The usual goal of estate planning is to eliminate uncertainties over the value and distribution of your assets and to maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in the case of incapacity.
Betar Lawyers have decades of experience and can service your needs for your:
These are incredibly important and useful documents and not only give you peace of mind for the future, but also to your family and loved ones.
Yes, everyone needs an estate plan. Be it in its most simple form, to complex estate planning for present assets transferring in the most effective manner to future generations and providing them with layered protection from their own financial mistakes and broken relationships. …
Estate planning encompasses:
The following circumstances will usually require estate planning:
Estate planning can be a complex process and we will work closely with you and your financial advisors to ensure the best possible strategy is in place for you and your family.
Betar Lawyers understands the varied needs for planning for a fulfilling retirement. We have the skills in a range of areas that can provide legal information and assistance that is clear and readily accessible.
A detailed fee estimate is provided to you. This gives you the peace of mind of knowing exactly what you will pay.
Our promise to you is to provide you with full disclosure of the costs and expenses.
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If you have any questions about estate planning please ask us.
Talk to an expert about estate planning.