Estate & Tax Planning

how your estate plan affect your potential estate tax liability

What is estate & tax planning?

Whether you should have a will or a trust, whether you should be considering tax planning, asset protection or simply probate avoidance, you should consider the following questions:

 

  1. What are my goals and concerns?
  2. What are my family circumstances?
  3. How do I want to take care of my beneficiaries?
  4. Whom do you want to take care of you during your incapacity?
  5. What are my assets and how are they titled?

     

    Beyond basic estate planning, we often take into consideration how your estate plan affect your potential estate tax liability, how your plan should consider gift taxes or the generation skipping transfer tax, and when applicable, how you could benefit from income or capital gains tax planning.

     

What is estate & tax planning?

Whether you should have a will or a trust, whether you should be considering tax planning, asset protection or simply probate avoidance, you should consider the following questions:

 

  1. What are my goals and concerns?
  2. What are my family circumstances?
  3. How do I want to take care of my beneficiaries?
  4. Whom do you want to take care of you during your incapacity?
  5. What are my assets and how are they titled?

     

    Beyond basic estate planning, we often take into consideration how your estate plan affect your potential estate tax liability, how your plan should consider gift taxes or the generation skipping transfer tax, and when applicable, how you could benefit from income or capital gains tax planning.

E

Your Estate Plan should address:

  • Probate avoidance for you and your heirs
  • Who will make healthcare decisions if you cannot
  • Who is in control of your assets when you are not
  • Who gets what, when, and how upon your death
E

Your Estate Plan should provide for:

  • Who will take care of your minor children
  • Divorce and fiscal immaturity protection for heirs
  • Second marriage planning
  • Estate tax exemption planning

West Little Rock Office

North Little Rock Office

1 Riverfront Place, Suite 415

North Little Rock, AR 72114

Fax: 501-372-1206