ESTATE MANAGEMENT
General Estate Management takes into account all the tools you can have at your disposal.
Whether you have an estate that is worth $10K or $10 Million or more, you have to get accustomed to what will be mandatory to you. This information below is where we will discuss at length how to get started.
YOUR ESTATE MANAGEMENT PLAN
A Sum Of Many Parts.
Any estate needs to have a general management plan to protect’s your family’s future. A will or trust by itself will not protect you, but a comprehensive overview of what will complete your estate plan will come through with the advisory of proven estate planning attorneys.
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Our Firm Looks Out For Our Clients
THE PREMISES
LOOK AT YOUR ESTATE FROM A 30,000 FT VIEW
Because of the vast knowledge, options and skill sets behind estate management, going on this journey alone without the proper oversight can spell the difference between a positive transfer of wealth to the next generation or demise to all you have worked for. Below are just some of the focus areas we will examine to create a full managerial compass in your estate plan.
- Probate Administration
- Asset Planning
- Long-Term Care Needs
- Wills and Trusts
- Financial and Accounting Partnerships
- Business Arrangements
- Healthcare Concerns
- Property Rights
- Family and Martial Relationships
WHO, WHEN & WHAT
Creating Your Blueprint, Step by Step.
Whether it knows how to work with your financial advisor, CPA, business partners or other family members affected by your site, you need to know what role they will play defining the goals and objectives you have for your current and future legacy.
Essential questions to ask yourself as well as milestones when looking to create a general estate are:
- Do I already have a will and if so, when was it last updated?
- Do I have any trusts set up?
- Have you consulted an estate planning attorney with your other advisors?
- Have you been recently divorced or married around the time of the sale or purchase real estate?
- Have you had any major financial events such as debt payoff or recently moved to Indiana?
HOW WE APPROACH GENERAL ESTATE MANAGEMENT IN INDIANA
WE START WITH CREATING A SOLID PLAN.
As this isn’t an area that can be summarized quickly, you have to start with the data you already have (your current assets, liabilities, shared objectives for your legacy) with stated assumptions you can make with your trusted advisors. As there is no clear path to your estate plan, you will have all the necessary knowledge and talent to craft the right documents for your particular situation.
Call or Email Our Indianapolis Estate Planning Attorneys Today!
We at Jeff Jinks Law know that this will be the operating document for the rest of the tools we have at your disposal. There is no better time to assess your current goals today.
To schedule a discussion of your estate, please contact an Indiana estate planning attorney from our firm today!
LET'S TALK ESTATE PLANNING TODAY!
You Built Your Life The Way You Wanted. Now Create Your Legacy.
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