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ESTATE PLANNING

GET PEACE OF MIND TODAY

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No one likes to think about the unexpected. But if you’re not prepared it can put your family at risk.

Though most Americans are aware that they need some sort of will, the majority of us (about 71%) are unprepared. Families come in all shapes and sizes. While no two are exactly alike, they all have one thing in common – the need for an estate plan to provide clarity for the unexpected.

If you don’t have an estate plan, many states apply a “one size fits all” approach which can be confusing and fails to cover your family’s unique needs. We believe you know what’s best for your family. Together, we’ll create a plan to protect your finances and loved ones.

It's a universal truth that you can't take it with you

But will your inheritors have to pay for what you leave behind? When a person dies, someone must step in to finalize that person’s affairs. Bills must be paid, property must be accounted for and assets must be passed on to the heirs chosen by the deceased person. Without other arrangements, state law usually requires that all this be handled through court proceedings. Because probate is time consuming, expensive and usually unnecessary, smart people plan in advance to avoid placing this burden on their heirs.

It doesn't take long, but you can't delay any longer

We realize that many of us are squeamish when it comes to thinking and talking about death, particularly our own. But, preparing a few legal documents with the help of someone who is familiar with this process can ensure that the things you worked so hard for all your life will be saved from probate and unnecessary taxes. Get answers to your estate planning questions. Learn how to provide a personalized program that’s just right for you and your family. Don’t put this important decision off any longer.

We have the experience you need, so let's get started

For 95% of you reading this page, your estate planning needs consist of a will, powers of attorney, living will and perhaps a living trust. With over twenty-five years of experience in assisting clients with Estate Planning, we can provide a comprehensive solution customized for your needs. We also offer a Dynamic Trust Portfolio, a package which provides all the documents listed above and more at an incredible value. Regardless of your needs, Proactive Tax Centers can address your unique challenges. Contact us today to learn more.

PROACTIVE MAKES IT QUICK AND CONVENIENT

We work with you in a simple 3 step process:

1. WELCOME PACKAGE

First we’ll provide you with a helpful guide and short questionnaire.

2. PERSONAL CONSULTATION

Next we’ll chat over the phone or schedule a visit to our office.

3. ESTATE PLAN SOLUTION

We then review the new plan and make any final changes to finish.

Call 1 (800) 864-4337 to Get Peace of Mind at a Great Value

ESTATE PLANNING CONCEPTS PRIMER

Basics of Estate Planning

Estate Planning Concepts

LET'S GET STARTED

Our friendly team is here to help you. Contact us today.