Comprehensive Planning to Protect Your Loved Ones
Estate and trust planning isn’t just about protecting your financial resources; it’s also about protecting and providing for your family during what could be a devastating time of loss. In the event of your premature death, you want to know they’ll be taken care of. That’s what Mowery & Schoenfeld is dedicated to ensuring. We’ll look at the broad financial picture of your assets, liabilities, and other factors to create an effective estate plan for you and your loved ones.
Customized Plans for Your Financial Future
Our process at Mowery & Schoenfeld begins by meeting with you, so we can learn about your assets, concerns, and overall goals to tailor a plan accordingly. We provide a comprehensive method of estate planning that includes cash flow and budgeting analysis for lifetime gifting, income tax planning for tax-sensitive assets such as retirement plans and highly appreciated assets, and design of creative succession planning techniques for the business owner. We can set up a trust as a vehicle for preserving and transferring wealth, similar to a gift, which can own various investments, savings, and assets.
With Mowery & Schoenfeld, you can expect:
- We will formalize your wishes for the ultimate disposition of your assets
- We will minimize estate and gift tax liabilities
- We will assist you in providing for adequate liquidity to fund gift and estate tax payments
- We will ensure a comfortable, secure financial future for you and your family
- We will assure an orderly transfer of your business
- We will minimize emotional stress and administrative burdens for survivors
