Estate and Legacy Planning
What will your legacy be?
A comprehensive life plan goes beyond the present to include the legacy you will leave. At Rehmann, we consider a myriad of factors to devise strategies that can help you get the most out of your wealth during your lifetime while also determining the future of your estate.
Our experience makes the often-overwhelming process of estate planning easier to navigate. We ask the right questions to ensure you’re meeting all necessary requirements and that your assets are distributed exactly as you wish. A big part of that is avoiding heavy probate fees and high taxes while remaining compliant.
We’ll help you determine:
- Your financial needs to facilitate your lifestyle
- How to spend money down during your lifetime
- Estimated value of your remaining estate
- Gifting during your lifetime and after
- Charitable giving
- Options for transfer tax mitigation
Estate planning is essential for every stage of life
Entrusting your estate planning to an experienced team like Rehmann can help you ensure that your wishes are honored and your loved ones are protected. For that reason, it is important to begin the process no matter your age – and whether you are just starting to build your assets or your estate is already well established. By minimizing taxes and avoiding probate costs, estate planning guarantees that your assets go to the people, organizations, and causes you care about most. Estate planning also provides peace of mind by allowing you to name guardians for minor children and set up plans for unexpected events, like illness or injury.
We can help you see the big picture
Effective life planning requires a holistic approach. At Rehmann, we surround our clients with a network of trusted advisors who take the time to understand the nuances of your estate. From local and state legal provisions, wills, and power of attorney to business, real estate, and succession ramifications, we examine all available options, so you can feel comfortable and confident in your legacy.
Not Ready for Estate Planning?
In addition to Rehmann’s estate planning services, we offer additional services for wealth management including:
We’re here to help.
Just send us a note and we’ll do our best to get back to you as quickly as possible.
Cathy Shoemaker, CPA, MBA, MST
Principal | Director of Estate, Gift, and Trust Tax, Advisory and Tax Services772.283.7444
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