You may not realize it, but you have an estate! Your estate consists of everything you own, including your car(s), home(s), furniture, jewelry, real estate, land, investments, checking & savings accounts, personal possessions, cash, investments, retirement accounts and more. As part of your estate, these assets are all things that you may want to hand down to your children and other heirs. However, if you do not engage in thorough estate planning with a genuine estate planning professional your heirs may end up owing an extraordinary amount of estate taxes! Don’t wait until you retire to start your estate planning, and don’t do it just once. Estate planning is an ongoing process, and your estate plan must be reviewed and updated as your facts and financial situation (and the laws governing estate taxes) change throughout your life.
If you want to save millions through estate planning, you need to contact us today.
"Proper estate planning ensures that the assets that you have worked hard to accumulate during your lifetime will be distributed to your loved ones after your death."
Don’t let the state do your estate planning for you! Givner & Kaye is here to help you decide how you wish to distribute your assets after you die or become unable to make your own financial decisions. We can design the perfect estate plan for you and your heirs, review your estate plan regularly, and keep your estate plan up-to-date with your ever-changing facts and finances. Using an extensive selection of estate planning tools Givner & Kaye helps clients plan for the distribution of their estate, minimizing the taxes and developing a plan in case they become unable to care for themselves.
We help clients using the following:
- Living Trusts
- Blanket Assignment of Assets To The Living Trust
- Trust Certificate
- Durable Power of Attorney For Asset Management
- Durable Power of Attorney For Healthcare (Living Wills)
- Life Insurance Trusts
- Dynasty Trusts
- Educational Trusts
- IRA Beneficiary Trusts
- Pet Trusts
- Family Limited Partnership and Limited Liability Company
- Charitable Remainder Trust
- Charitable Lead Trust
- Private Foundations
- Medical Research Organizations
- Business Succession and Insurance Planning
- Conservatorships and guardianships
- Probate Code Section 15403 petitions to revise irrevocable trusts
Read the client and professional testimonials on Givner & Kaye to see how our experienced tax attorneys, estate planning lawyers and asset protection professionals can help you to save money on taxes, make more money and gain peace of mind over all estate planning, tax planning, tax litigation and asset protection matters.