Villa Rose Associates Ltd.

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Key Benefits

  • PLAN YOUR ESTATE - Failure to plan your estate will force your state government to decide how to distribute your assets and will cause unnecessary delays and expenses for your loved ones.  Seventy percent of Americans do not have a will, and a simple will is not an estate plan.
  • PEACE OF MIND - Estate planning is the creation of a definite estate plan for managing your wealth while you are alive and distributing it after your death. Planning for the future will provide you with peace of mind in the present.
  • While Jeffrey Rosenthal is NOT an Attorney-At-Law and therefore not permitted to give you legal advice, Jeffrey is prepared to give you tax analysis of your present Estate and proposed Estate.  Working together with a qualified Attorney Jeffrey, who knows your present situation best, can assist the Attorney with the gathering of the data necessary for a proper and complete plan. 
  • IF you do NOTHING - you allow your State to take over and decide for you how to distribute your assets in a manner it feels is appropriate under the state's intestacy law.  YOU LOOSE CONTROL!
  • You can draw up a will - If you choose to write a will you will have determined the transfer of your assets to your heirs at your death.  A state court will "prove" the authenticity of your will to the court's satisfaction in a legal process called "PROBATE".

 


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