Is estate planning something you need to consider? Many seniors and retirees dismiss the question out of hand under the mistaken impression that estate planning is something that only the wealthy need to think about. In fact, many seniors would benefit greatly from taking the time to evaluate their assets and creating a comprehensive estate plan. CLA Estate Services specializes in helping seniors plan for the future, particularly those seniors and retirees who have never considered estate planning before.
What Is Estate Planning?
An estate plan is a master plan to lay out the management of your property and assets during your life and dictate how they will be distributed upon your death. While each plan will vary for that person’s situation, an estate plan can be very helpful for people who meet one or more of the following conditions:
* You want to limit taxes and fees on your retirement funds and on your estate
* You want to ensure you don’t outlive your income
* You have minor children or dependents that rely on you financially
* Your assets total more than the current estate tax exemption
* You want to direct the distribution of your assets to your heirs
* You want to decide who will make decisions on your behalf if you are incapacitated
For most people, estate planning will provide more control over their assets during their lives, ensure proper care if they become disabled and allow for the transfer of assets to the heirs they choose and when they want them distributed.
Learning About Estate Planning
CLA Estate Planning Services assists seniors through free workshops held in cities throughout the country. The workshops provide an introduction to the concepts and goals behind estate planning, including financial security, wealth protection, tax reduction, retirement planning, asset financial advice, as well as, introduction to some of the methods used to meet estate planning goals. CLA ES services include assistance with creating an estate plan, from identifying and evaluating assets, to helping seniors identify the necessary documents and instruments to ensure that their wishes will be carried out.
CLA Estate Services has been in the business of assisting seniors with estate planning and conservative financial planning for over a dozen years. The Better Business Bureau that covers its home office in Frisco, Texas has awarded the company an A+ rating for its handling of customer service and the low volume of complaints received about the company. If you've never considered estate planning but are interested in learning more about protecting your assets and ensuring that your property is distributed according to your wishes, a CLA workshop and asset financial advice can help you understand the basics and begin the process of safeguarding your estate and assets.
What Is Estate Planning?
An estate plan is a master plan to lay out the management of your property and assets during your life and dictate how they will be distributed upon your death. While each plan will vary for that person’s situation, an estate plan can be very helpful for people who meet one or more of the following conditions:
* You want to limit taxes and fees on your retirement funds and on your estate
* You want to ensure you don’t outlive your income
* You have minor children or dependents that rely on you financially
* Your assets total more than the current estate tax exemption
* You want to direct the distribution of your assets to your heirs
* You want to decide who will make decisions on your behalf if you are incapacitated
For most people, estate planning will provide more control over their assets during their lives, ensure proper care if they become disabled and allow for the transfer of assets to the heirs they choose and when they want them distributed.
Learning About Estate Planning
CLA Estate Planning Services assists seniors through free workshops held in cities throughout the country. The workshops provide an introduction to the concepts and goals behind estate planning, including financial security, wealth protection, tax reduction, retirement planning, asset financial advice, as well as, introduction to some of the methods used to meet estate planning goals. CLA ES services include assistance with creating an estate plan, from identifying and evaluating assets, to helping seniors identify the necessary documents and instruments to ensure that their wishes will be carried out.
CLA Estate Services has been in the business of assisting seniors with estate planning and conservative financial planning for over a dozen years. The Better Business Bureau that covers its home office in Frisco, Texas has awarded the company an A+ rating for its handling of customer service and the low volume of complaints received about the company. If you've never considered estate planning but are interested in learning more about protecting your assets and ensuring that your property is distributed according to your wishes, a CLA workshop and asset financial advice can help you understand the basics and begin the process of safeguarding your estate and assets.
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