No matter what your net worth may be, an estate plan is the only way to avoid the probate process and save your loved ones, time, taxes and stress.
If a person passes before setting up a will or trust, their state court system dictates how and when their assets are distributed and who will be their beneficiaries.
Preparing a will enables you to control these and other important matters like: who makes your medical decisions should you become incapacitated, and who cares for your minor children when you’re gone.
Contrary to popular belief, trusts aren’t only for the very wealthy. A trust holds your assets for the benefit of you, your spouse, your children and others you choose.
At Barlas Tax & Financial Group LLC, we work closely with Estate Planning Attorneys to give you complete control over your legacy while determining the best, tax-efficient strategy for your needs and goals.