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Making my Estate Plan

Here are some considerations regarding estate planning: 

1.  Duties of the Personal Representative; 

2.  How to own my bank accounts; 

3.  Why a will is often not the best plan; 

4.  How is the estate taxed?

5.  How to administer collections; 

6.  Why have an updated will? 

I have created an Estate Planning Series that sets out income tax, financial and personal objectives:

Estate Planning Series Part 1:  Consider Income Tax, Financial and Personal Objectives in today's no estate tax for the 99% estate planning environment 

Estate Planning Series Part 2:  What is portability for estate planning and why do I need it? 

Estate Planning Series Part 3: Why should I consider a Bypass Trust? 

Estate Planning Series Part 4:  It's about the Income Tax Now

Contact Us Today!

Free Consultations

I offer a free consultation over the telephone. I further offer a diagnostic interview in which we will meet in person and go over your documents.

4808 Sapphire Street
Cheyenne, WY 82001
Mon, Tue, Wed, Thu, Fri: 08:00am - 05:00pm