When preparing a will, careful planning is essential to ensure that family members are protected, that assets are not needlessly depleted, and that tax exposure is minimized. Consideration must be given to ensuring eligibility, both now and in the future, for services and benefits. Special trusts and other legal arrangements are often needed to assure a secure and comfortable future for the beneficiaries.
The attorney you use should have a law degree in taxation or a certificate in estate planning. Attorneys at Hinkle, Fingles & Prior have legal expertise in these areas and are up to date with changing tax and estate law.
Call now to learn how your assets can be utilized in the best interest of your loved ones and other beneficiaries, and how trusts can help you avoid future conflicts among surviving family members.