Estate Planning
Estate Planning
Estate planning is one of the most important services that any individual or family can undertake. It ensures that your assets are distributed in the way you want them to be after your death, and it can also provide peace of mind during your lifetime. Here at Advanced Estate Design, we offer a wide range of estate planning services to meet the needs of our clients. We understand that no two families are alike, and we work closely with each client to create a plan that fits their unique situation. If you're looking for high-quality estate planning services in Sacramento CA, then look no further than Advanced Estate Design! Get in touch with us today to schedule services.
What Is Estate Planning?
Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation-skipping transfer, and income tax. At Advanced Estate Design LLC, our ultimate goal is to make sure your revocable living trust is properly utilized and funded, your business interests are held properly, your life insurance and IRA designations are correct, and any irrevocable trusts are properly executed and funded. This will minimize the work your successor trustees will need to do and what they will need to pay for administration.
What Does Estate Planning Include?
Estate planning includes a variety of services, all of which are designed to protect your assets and your family. One of the most important aspects of estate planning is creating a will. A will is a legal document that outlines how you want your assets to be distributed after your death. In addition to creating a will, estate planning can also involve setting up trusts, drafting power of attorney documents, and more. The team at Advanced Estate Design is experienced in all aspects of estate planning, and we're here to help you create a plan that's right for you.
Estate Planning Services We Offer
At Advanced Estate Design, we offer a variety of estate planning services to meet the needs of our clients. Some of the services we offer include wills and trusts, estate planning, and power of attorney documents. We will work closely with you to understand your specific needs and create a plan that meets your goals.
How Can Advanced Estate Design Help You With This Service?
Advanced Estate Design is a team of hardworking, family-focused individuals who are dedicated to providing high-quality estate planning services. With extensive experience, skills, and knowledge, our team can help you create a plan that meets your needs and protects your assets. Get in touch with us today to learn more about how we can help you!
If you're ready to get started with estate planning, then we encourage you to contact Advanced Estate Design today. We offer a variety of services to meet the needs of our clients, and we would be happy to help you create a plan that meets your goals. Contact us today to schedule a consultation!