Estate planning on your own can be complicated and costly. And the list is endless... state
taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance,
IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not
knowing your legal and financial rights often ends up costing you more in the end.
You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
Under the guidance of our wholly owned affliated law firm - Bishop & Bishop, P.L. - we offer the ability to integrate estate planning into the context of your overall business, investment, and tax planning.
At Bishop & Bishop, P.L.. we feel that a family's wealth-transfer strategy should be as individualized as the families themselves. In designing a family wealth transfer plan, we address numerous complex issues, including liquidity needs of current and future generations; ownership issues; business and investment assets; charitable objectives; future business and investment plans; and income, gift, estate and generation-skipping taxes.
Estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.