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An Estate Plan is more than a set of instructions listing your assets and directing their distribution at death.
FamilyEstateCare™ Plan
FamilyEstateCare™ Program
FamilyEstateCare™ Succession
FamilyEstateCare™ Litigation
Many people associate the idea of an "estate" with America's wealthiest families like Rockefeller or Ford. But in truth, your estate is simply a list of everything you own at the time of your death — whether you are wealthy, middle-class, or of modest means. An "estate plan" is more than a set of instructions that tells the government who your property should go to after your death.
Proper Estate Planning Allows You to Plan For:
- Yourself and loved ones without giving up control;
- Your current and future concerns for family members;
- The possibility of your own disability;
- What you own to go to whom, when, and what you want;
- Fully disclosed and controlled costs;
- Your dreams and goals for yourself, your family and your assets;
Our Client's Dreams And Goals Vary, But Often Include:
- Protecting your assets for yourself and your family;
- Passing your values, responsibility and work ethic to your family;
- Reducing income, gift, estate and generation skipping taxes;
- Keeping your affairs free from publicity, costs and the delay of probate court;
- Updating your plan due to changes in the world, taxation, finances and your family;
As described in the the following webpages, at Strazzeri Mancini LLP, our FamilyCare Estate Group assists families and their advisors though the:
FamilyEstateCare™ Plan
FamilyEstateCare™ Program
FamilyEstateCare™ Succession
FamilyEstateCare™ Litigation
Our team concept of collaboration brings us together with you and your accounting, financial planning and insurance professionals to serve your needs comprehensively. In short, whether it is a Personal Protection Plan, a Trust-Based Plan, or a Trust Protection Plan, Strazzeri Mancini LLP, can bring order to your affairs and generate very substantial tax savings, while meeting your unique objectives.
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