Estate Planning
Estate Planning is one of the most neglected aspects of a person's life. Nearly 70% of all Americans have no written estate plan currently in place. Why? Because it focuses on the two areas that most people loathe to discuss, Death and Taxes. Estate planning forces us to face the financial and emotional consequences of death and to take action to minimize the effects on our families by protecting and managing wealth while alive and then distributing it after death.
Estate Planning is one of the most neglected aspects of a person's life. Nearly 70% of all Americans have no written estate plan currently in place. Why? Because it focuses on the two areas that most people loathe to discuss, Death and Taxes. Estate planning forces us to face the financial and emotional consequences of death and to take action to minimize the effects on our families by protecting and managing wealth while alive and then distributing it after death.
We at WeinsteinMurphy believe that an individual's estate plan should be an expression of the individual; a statement not only of what happens to his or her "stuff" at death, but as important, an accurate reflection who he or she really is while alive. Accomplishing this requires that we do more than apply formulas or analyze numbers on a page. Rather, we design a plan that reflects you. We provide each new client with a no charge initial consultation that usually lasts about one hour, during which time we get acquainted with you and your particular situation. The initial consultation will outline our approach to estate planning, identify your estate planning needs, answer any questions you may have, and offer various planning options with fee ranges based on your goals and objectives.
Our estate plans offer our clients the ability to not only control their assets during life and after, but also the ability to control the costs associated with settling their estates. Clients can know in advance what it will cost to create their estate plan and then settle their administration after they have passed.
We at WeinsteinMurphy have earned the trust and respect of thousands of clients for over 50 years. Call to set up an appointment for a free consultation. We welcome the opportunity to service your estate planning needs.