It is never too early to start planning for your future and preparing for the day you aren’t here to take care of your loved ones. While that isn’t a day we want to think about, putting off estate planning can leave your family stuck paying unnecessary taxes, dealing with costly legal predicaments, and potentially creating long-lasting rifts between family members.
If something tragic happens to you, will your assets be spent the way you want? Is your estate set up in the most tax-advantageous way? Do you have charitable organizations you want to support upon your death? Is your business succession plan up to date?
At BeachFleischman, we understand the complications that come with making these types of choices about the future. Our professionals have helped hundreds of families make financial decisions to take full advantage of tax minimization strategies while also considering intricate family dynamics. With your wishes always at the forefront, we partner with your other advisors, including attorneys and financial planners, to create a comprehensive yet straightforward plan for asset distribution.
Planning is never a one-and-done scenario, either. Our professionals stay abreast of new tax legislation so as circumstances evolve, we can work with you to make any necessary adjustments to ensure your plan continues to meet the needs of you, your family, and your business.