The purpose of an estate planning is not only planning for life after your decease; it is also about planning for what happens with you and your assets if you become disabled. You should have clear objectives and goals to plan for the future. Proper and timely planning will save time, problems and money to your loved ones. Lifetime transfer of property is a consideration to be evaluated as part of your estate planning.
At Kevane Grant Thornton, we can help you understand the complex estate tax rules and create an estate plan with you. Formalize your wishes in an estate plan. It is an important step that cannot wait.