Estate Planning

You never know when it will be too late. Estate planning is something that deserves your attention. It’s a “now” thing.  Remember, if you don’t have a plan, the courts do – and it may not reflect what you would choose and no one will be able to do anything about it. 

What is Estate Planning?

Estate planning is simply the creation of a portfolio of legal documents designed with the specific intention of accomplishing a variety of goals. Estate planning is NOT simply drawing up a will or trust document. Rather, estate planning involves the careful consideration and arrangement for the orderly transfer of your assets at the time of death.

In this financial planning brief we will answer the following questions:

• Do you need an estate plan?
• Why do you need experienced guidance in estate planning?
• Is Estate planning expensive?

Estate planning is a “now” issue. You may need it anytime. It serves you when the unexpected events of life arise and provides easy transfer of your assets when you are no longer here. Life (and death) has no age restrictions.

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

Do You Need An Estate Plan?

Do You Need An Estate Plan? 

Estate planning can be a complex legal matter if you own assets and wealth that you want protected. Determining how you want your estate divided among your loved ones can cause stress and anxiety. 

One of the biggest misconceptions is that unless you are wealthy, you don’t need estate planning. The reality is, not having an estate plan in place is a concern for most people, especially homeowners. Without proper estate planning, when someone passes away, many states decide how the estate gets distributed. With no estate plan, rightful heirs or beneficiaries face long delays, fees and a complicated probate process.

Let’s Talk About What You Need

Consulting an AFEPI Estate Planner is the best approach for establishing an effective legacy protection strategy. Estate planning is more than drafting trusts and wills and handling estates. We counsel clients and present practical, tactical plans and suggestions for the preservation and the tax-sensitive distribution of your assets to your beneficiaries. 

Complete estate planning may also include some lifetime decisions that will allow you to retain control of assets but also determine who will make decisions on your behalf should you be unable to do so in the future. 

Our team includes experienced estate planners, financial advisors and estate attorneys who assist high net worth individuals and families in preserving, managing and transferring wealth — while minimizing the tax on family legacies. We also provide guidance on asset valuation, protection and growth, and integrate life insurance planning and medical care preparation for the most comprehensive estate preservation possible. 

Our priority is to help you preserve your estate and distribute your assets to your family while skipping probate and minimizing taxes and other administrative expenses . 

In this financial planning brief we will answer the following questions:

• Do you need an estate plan?
• Why do you need experienced guidance in estate planning?
• Is Estate planning expensive?

Estate planning is a “now” issue. You may need it anytime. It serves you when the unexpected events of life arise and provides easy transfer of your assets when you are no longer here. Life (and death) has no age restrictions.

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

Why You Need AFEPI's Experienced Guidance In Estate Planning

Your estate plan should not be standardized, but individualized – based upon your unique goals and circumstances. Therefore we design individually tailored, tax-efficient estate preservation plans for the administration and disposition of your assets in a way that is sensitive to your wants, needs, desires and your family dynamics. AFEPI’s team of financial advisors and estate planning attorneys are here to help you with drafting personalized trusts and advance directives to protect and provide for your family’s future in the event of your incapacity or death. 

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

Is Estate Planning Expensive?

Remember, not planning is always more expensive than planning. If you do not have a plan, your state has one for you. This plan will always cost your heirs and/or estate money and time.

But the necessity of estate planning is no excuse to “rake people over the coals.” We have made it a priority to ensure our services are competitive and as affordable as possible. If you need the services we offer, you will find the actual investment to be a black eye to the high cost of hiring an estate planning attorney near you. 

What We Do

When AFEPI creates your personal estate preservation plan, we will weigh your circumstances, assets, end goals and objectives to create a financial portfolio that provides you all the legal allowances and protection afforded by law. Every document is tailored to your specific circumstances to ensure you achieve both your lifetime and testamentary wishes. 

We will be with you and your family, to answer any questions and offer any guidance needed throughout creation, maintenance and execution of the trust. 

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!

How much does it cost?

• Your personal asset protection consultation with your AFEPI Professional is free. 

• If we both agree our services would be a benefit to you, the cost of creating your personal estate protection portfolio is significantly less than what another estate planning attorney would charge. 

• We are with you for life (and even in death), ensuring any help your trustee or beneficiaries may require is readily available. 

We’d love to have the opportunity to answer your questions, map out a plan and show you how your investment in estate planning outweighs the cost of no plan or even the wrong plan.

“A good plan is like a road map: it shows the final destination and usually the best way to get there.” – H. Stanley Judd

We can get there together. Let’s start now.

I know I need to make a plan. I’m ready.

Schedule My Free Consultation!