Broker Check
 

Estate Planning

Beyond building wealth for their life, many people want to leave a legacy to their family and heirs or maintain a level of control over their wealth after they have passed on.

Planning for the transfer of assets at death is a critical element of proper estate planning, especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.

An efficient estate plan not only incorporates tax reduction strategies to save on probate fees, but also aims to ensure that your assets transfer to your desired beneficiaries in a manner that works for you.

Mike helps you create a detailed inventory of your assets and who will receive what and when. He also works with your attorneys and accountants to help coordinate all of your estate planning needs

Mike Goyarts does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.