Estate Planning

Left unattended, your estate could be substantially reduced by estate taxes before it is passed on to your heirs. By planning today, you can minimize estate-tax liability while maximizing the transfer of your wealth. The Estate Planning Review offered by R. Seelaus focuses on ways to preserve your lifetime accumulation of wealth for your heirs. The actions you take today will make a difference in the long-term prosperity of those you love. With the help of R. Seelaus financial planning professionals, a comprehensive estate plan can be developed to guide you when you meet with your attorney to take action on your plan. And most important, the R. Seelaus consultants will take the time necessary to help you understand your choices and reach the most appropriate decision for your situation. R. Seelaus will work with you, your family members, and other professional advisors as necessary to help provide peace of mind.

Estate planning is an easy thing to put off. Maybe you think it’s too early; maybe you think your estate is too small. Here are six good reasons why you should plan your estate now:

• You decide who receives a share of your assets.
• You decide how and when your beneficiaries will receive your inheritance.
• You decide who’ll manage your estate (Executor, Trustee, etc.)
• You can reduce estate taxes and administrative expenses.
• You select a guardian for your child.
• You can provide for the orderly continuance or sale of a family business.

With the help of our Financial Planning Department, your R. Seelaus representative can complete a comprehensive estate plan, at no cost or obligation, for you to review with your accountant and attorney.