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.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
Clearly define your estate planning goals.
Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
Evaluate and recommend estate planning options.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Decrease the problems and expenses associated with probate.
Lessen taxes at time of death.
Arrange for management of your estate in the event you are incapacitated.
Draft a working plan for conserving and effectively managing your estate after death.
Transfer the assets of your estate to heirs the way you want.
Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Amend your plan as needed.
You also get help with...
Living Wills and Trusts.
Lifetime Family Wealth Transfers.
Family partnerships and other business relationships.
Leaving money to charities.
Preparation for estate and trust tax problems.
The hassles and red tape associated with 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.
The Cost of Not Having Life Insurance
As featured on Fox 4 TV's "The Cost 4 Convenience" series
by visiting the Fox 4 TV website
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Asset Growth Associates, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Asset Growth Associates Wealth Advisors, a Registered Investment Advisor in the States of Texas and Louisiana. Insurance products and services are offered through Asset Growth Associates. Tax preparation and accounting services are provided by AGA Tax and Retirement Advisors. Asset Growth Associates Wealth Advisors, Asset Growth Associates and AGA Tax and Retirement Advisors are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Texas and Louisiana or where otherwise legally permitted.
All Web site design, text, graphics, the selection and arrangement thereof, and all software are Copyright 2002-2018 by Asset Growth Associates. Any use of materials on this website, including reproduction, modification, distribution or republication, without the prior written consent of Asset Growth Associates and it's affiliated companies, is strictly prohibited. "Save My Retirement," "What Is My Risk Number?" "Free Portfolio Risk Analysis," "Asset Growth Associates," "Asset Growth Associates of Texas," "AGA Tax and Retirement Advisors," "Asset Growth Associates Wealth Advisors," "Texas Registered Financial Consultants, PLLC" "SaveMyRetirement.com, SaveYourRetirement.com, WhatisMyRiskNumber.com, SaveYourIRA.com, SaveMYIRA.com" and "1-866-SAVEMYRETIREMENT" in addition to all symbols, logos, devices, phrases and slogans found on this site are to be considered Trade Marks "TM" of Asset Growth Associates and it's affiliated companies. ALL RIGHTS RESERVED.