estate planning
An effective estate plan will be well coordinated with your overall plans for your business, investments, insurance and taxation needs, and your retirement goals. A well-coordinated estate plan has three major goals: to smoothly transfer wealth, to minimize taxes, and to protect your assets. With an in-house Estate lawyer and a group of specialists, our Infinitas estate planning team can help you effectively draft a will and trust that meets your family’s needs.
Transfer wealth
We aim to ensure the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.
Minimize Taxes
Our focus is to minimize potential taxes without interfering with your other financial goals. If you give away wealth, during life or at death, you may incur federal—and possibly state—taxes. We use strategies to help minimize taxes upon transfer of wealth.
Protect Wealth
We help you protect your wealth through education and by strategically drafting a will and trust that meet your unique needs. Our in-house Estate Lawyer and Financial Advisors work together to help ensure the safety of your wealth upon transfer to your heirs and during their lifetimes.
PLAN FOR THE FUTURE
An estate plan is planning for two generations. We will take the time to discover what goals you have in mind for the future of your loved ones, including those with special needs. Then we will craft a financial plan that meets your needs as well as the needs of your children for the remainder of their lives.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.