Law Hesselbaum Information

Provide for your spouse, children, and any troubled loved ones. Find peace of mind about what happens to your stuff when youre gone. Most people who come to us already have an estate plan, so what more do you need to do? When you come to our office for your initial, no-cost Vision meeting, we focus on you. Often, after exploring your needs and goals, you may find that your current plan doesnt take you where you want to go. Many of our clients then decide that they want to upgrade their estate plan. Tax-smart retirement and estate planning, done right, is more than just a will, trust, and powers of attorney. Its also multi-generational income tax planning and preparing for modern senior healthcare challenges. Most traditional plans dont take long term care into consideration, and thats a huge issue now that were all living longer. Whats more, many people want to ensure that their assets go only to their spouse and children should their spouse remarry, provide for a loved one with a damaging lifestyle, or plan for a child or grandchild with a disability. Frank and Mary have a loving family, and want to leave everything to their kids. They came to us, concerned that one of their kids will never be able to handle money they knew that if they left anything to their youngest, it would be spent in record time and essentially squandered. Theyd been told by one person to leave the money to a sibling, by another to disinherit the child entirely. But at Law Hesselbaum, we were able to put a healthier option in place: a Love and Protection Trust, that allows them to make sure their beloved child will always be provided for without allowing the money to be squandered. Even better? No sibling rivalries were created in the process. What difference would it make in your life if you could save more money on taxes? Could you retire earlier? Take your grandkids to Disney World? Whats your missing piece? Everyone wants to pay less taxes. A tax-savings lawyer could make a difference in lowering your future taxes during your ...