Preparing for the future today
Estate planning can be a complex and confusing process. At Hascal Sjohom,
our expert team of Wealth Transfer Specialists will listen carefully to your
concerns and make sure you understand all of your options. We will provide the
expertise, resources and referrals to help you prepare for the future with an
estate plan that makes sense for your life, and your assets. And because we
know that effective estate planning is an ongoing process involving changing
laws and life events, we offer continued support with periodic "estate
check-ups", so you can be assured that your estate will be passed on as you
intend.
Coordinating a team effort
Our Wealth Transfer Specialists will work with your attorney and other
advisors to coordinate resources and provide advice on all types of estate
planning strategies. Our role on this team may include help with goal setting,
calculating potential estate tax, creating customized ideas and solutions and
projecting their tax effect, analyzing complex issues, and reviewing documents
for tax-effectiveness.
Creating the right estate plan for you
We believe the best estate plan is the one you choose when you're fully
informed. We're here to help you understand the full range of estate planning
tools available to protect your assets. and minimize your tax burden,
including:
- Gifting - Understanding the basic gifting strategies and effects
- Planned giving - Achieving your charitable goals with tax benefits
- Trusts - Making gifts with "strings" attached
- Family limited partnerships and limited liability companies - Understanding
their advantages and disadvantages
- Business succession planning - Planning for owner exit strategies and
transfers to family or employees
- Business valuations - For gifts and estates involving family businesses
- Life insurance - Helping decide how and when life insurance can be useful in
an estate plan
We also provide related administrative support, including accounting
services, preparation of estate and gift tax returns, and preparation of estate
and trust income tax returns.
Give us a call - We're here to help
