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An estate plan doesn’t just protect your heirs and minimize estate taxes. It clearly outlines your most specific intentions. Do you think you don’t have to worry about having an estate plan because your estate is valued less than the federal exclusion amount? Not so. If you don’t know where your estate is going, it will never get there. Let us help you make a plan, and review it every five years.
We not only listen to you, we collaborate with your entire advisory team: your attorney, investment advisor, and insurance professional – with a goal to help put together a plan for living.
Creating a trust in the State of Delaware offers significant benefits, click here to learn more.
Looking for assistance managing your estate plan? If so, then contact us today. For additional information on our estate plan advisory services, please contact Jordon Rosen, CPA, AEP, at 302.225.0600, or click here to email Jordon. In a brief consultation he can assess your situation and determine the best way to proceed.