Estate Planning 101 – What you need to know!
Estate planning on your own can be complicated and costly.
Estate Planning 101 | Rex Crandell Firm has the experience and team to guide you through the process from start to finish!
There is no reason to go down this road alone!
The thought of Estate Planning can be scary, but we are here to answer all your questions.
Every situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you. We know you have many questions such as who will distribute my assets, how can I avoid probate, how will assets in the trust be handled, etc. Our team will take the time to make sure you fully understand the process.
Ready to get started? Click here to start Estate Planning!
Can Rex Crandell Firm help you?
- Clearly define your estate planning goals.
- Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
- Evaluate and recommend estate planning options.
- Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working plan for conserving and effectively managing your estate after death.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other expenses.
- Amend your plan as needed.
If you would like more information or want to set up a consultation, please give us a call at 925-934-6320
Do you have any questions? Contact Rex Crandell Firm today!
Ready to start the Estate Planning process? Contact our office – click here to get started!
