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Estate Planning & Structured Settlement Transfers

Estate plans are essential, they

  • Allow you to plan for you and your loved ones without giving up control of your assets
  • Enables you to decide who will inherit what, and at what time of their live
  • Prevent family conflict
  • Can prevent the costly and time-consuming probate process
  • Allows you to make decisions on who will care for your minor children
  • Reduces income, gift, estate and generation skipping taxes
  • Provides quick distribution of assets to loved ones, as quickly as 120 days
  • Gives you the ability to make decisions on who will care for you and make decisions on your behalf in the event of an accident or illness (Power of Attorney)
  • Eases management of financial and legal affairs after passing

We recommend you have four critical documents in place

  1. Last Will and Testament
  2. Durable Power of Attorney
  3. Designation of Health Care Surrogate
  4. Living Will

Structured Settlement Transfers