Estate Planning

Estate planning provides for the distribution of your assets according to your wishes, after your death. Successful and timely Estate Planning should flawlessly transfer your assets to your beneficiaries quickly and with minimal tax consequences.

  • Distribute your assets to your beneficiaries
  • According to your wishes
  • Timely and accurately
  • Minimal tax burden.

The process of Estate Planning includes the inventory of your assets and making a will and/or establishing a trust, often with emphasis on minimizing taxes.
Make a will.

  • Consider a Trust
  • Ensure personal health care directives
  • Power of attorney
  • Beneficiaries.

There are many questions that need to be asked and answered during the Estate Planning process. You will want to consult attorneys, CPAs, tax advisors and others.

Estate Planning can lift a huge burden from your shoulders but sometimes the process can be confusing. Allow Kelly Financial to guide you through this maze and provide you with a strong individualized Estate Plan that meets your needs.