Estate and Tax Planning
Our goal at Casteel & Carson in estate planning is to listen to you and help you to carry out your wishes, and to help to maximize the money/assets your beneficiaries receive after you are gone, without paying unnecessary taxes, costs, and fees. You can start estate planning at any age, but your (or your heirs’) maximum flexibility will occur the sooner you consult us. There are various methods at our disposal to ensure your assets are effectively allocated, yet accessible by your beneficiaries upon your death. We specialize in estate planning services as detailed below.
- Wills – Wills provide legal instructions on how you want your estate distributed among your beneficiaries upon your death.
- Trusts - Like wills, trusts give legal instructions on how you want your estate distributed among your beneficiaries upon your death, but also contain instructions for providing for your own care in the event of your disability. Trusts can be an effective tool for transferring assets upon death without court intervention.
- Estate administration - We work closely with your heirs and beneficiaries to see that the terms of your will or trust are carried out as you intended. Depending on the circumstances, this can be done through probate administration or non-judicial trust administration, and, in some cases, through informal agreement of beneficiaries.
- Estate tax/inheritance tax planning - Establishing the appropriate asset distribution and allocation to minimize the overall tax to be paid by your estate beneficiaries.
Please call us today to address your Estate and Tax Planning, Real Estate Law, Business Law, Elder Law, Conservatorships and Guardianships, and Personal Injury needs
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