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ESTATE PLANNING
 
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,
CFP©, E.A., CDFA is NOT an Attorney-At-Law and therefore not permitted to give
you legal advice, nor prepare legal documents. 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".
- We assist you in selecting an Attorney
- We assist you in gathering the necessary data for the Attorney
- We assist you in the implementation and funding or a plan
- We assist family members during time of tragedy
- We prepare Estate Tax Returns and Accounting for the Surrogates Court
When should you review your Will [Click Here]
CFP™, CERTIFIED FINANCIAL PLANNER™
and  are
certification marks owned by the Certified Financial Planning Board of
Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP Board's initial and ongoing certification requirements.
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