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Top 10 Things You Need To Know About Estate Planning

  • It’s easy, relatively inexpensive, and painless, yet 70% of Americans die each year without a will or trust.
  • You can insure the right people receive the right care and money at the right time in the right way by getting your estate plan in order.
  • It is possible to give more to your family by planning your estate and still be able to honor God and His work. It is also possible by not planning your estate, that you will give up to the government 50% of its $ value to taxes.
  • Retirement accounts that are left at the end of your life could lose up to 75% of their $ value to taxes before your heirs receive their inheritance. IRA’s left to God’s work will not be taxed at all.
  • You can give up to $333,000 more of your estate to your children by having an A/B Trust, and at the same time make sure your children receive at least one half of your estate if a remarriage takes place.
  • Avoids probate, saves taxes and post death administrative costs.
  • Provides instructions for your care and management (through durable powers of attorney for health and legal) should you become incompetent.
  • You pick the guardian of your children not the court.
  • Does not require separate tax returns, maintenance fees, secures your line of succession, and guards against litigation.
  • Simplifies closing of estate for heirs and gives everyone peace of mind!