Estate Planning Lakeland

Estate Planning

Estate planning is a huge undertaking. State taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities and burial or cremation costs are just few of the issues that must be considered. In addition to being a daunting task, taking on planning individually, without the knowledge of legal and financial rights, can end up being a costly mistake.

Securing qualified help in the planning of your estate can save you and your family lots of time, heartache and money. At Wall Titus, we take this service very seriously, making it a point to get to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

Planning Services Include (but are not limited to):

  • Clearly defined estate planning goals.
  • Organization and creation of an estate planning team (experts on law, finance, and taxes, if needed)
  • Evaluation and recommendation of estate planning options.
  • Preparation, organization and review of estate planning documents including current wills, trusts, health care and power of attorney.
  • Preparation for estate and trust tax problems
  • Decrease the problems and expenses associated with probate.
  • Organization of a fair and adequate liquidation of estate to cover taxes and other expenses.
  • Posthumous charitable donations

If you’d like more information about our Estate Planning services please contact us today.

Wall Titus