Everybody benefits from an estate plan.
Do you think estate planning is just for the wealthy? Think again. If you own a home, have a family, are in a second marriage, own a business, have property, are turning 18, or just want to reduce taxes and make retirement easier, then an estate plan is for you.
Estate planning helps ensure that your estate is transferred to your beneficiaries according to your wishes. It can help you provide not only for family members, but if you so choose, it can support a favorite cause or charity. Moreover, a well-drafted estate plan eases the burden on those you care about should you become incapacitated. At the same time, through gifting, charitable giving, and trust instruments, you can reduce the taxes on your estate.
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Why you should work with an attorney passionate about helping you attain your goals.
An effective estate plan comes from more than an understanding of the law: it comes from a true desire to help clients plan for their best possible financial future. Estate planning attorney Katharine Tate, is skilled in sorting out complicated family or financial issues, including those involving multiple businesses, substantial retirement accounts, recent divorces or remarriages, and special needs children. As a law firm with an emphasis on estate planning, estate administration, and the legal needs and rights of the elderly, we work hard to meet your needs now and in the future.
Let us help create a secure future for you and your family
It is all too easy to put off tomorrow. At Tate Law Offices, PLLC, we give you the guidance and direction you need to help ensure that you are comfortable with the steps you are taking to protect your, and your family’s, financial future.