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We can't avoid death and we can't avoid taxes. If we aren't careful, they will go hand in hand to deprive our families of the fruits of our hard labor when we pass away.
Everyone should have an estate plan. If you have no Will, the laws of your state of residence determine how your assets will pass when you die. Unfortunately, this happens all too often and assets pass to someone we would normally bypass while others are left out. Everyone should have, at a minimum a Will that tells the world who is to inherit what assets when they die. There are many more very important decisions to be made relating to your estate.
Another important clause is who will take care of this "probate" process, a corporate fiduciary such as Fremont National Bank & Trust Company or a family member or friend. We believe a corporate executor makes the most sense, as we handle these situations on a regular basis and will ensure everything is taken care of in an efficient and timely manner. This allows your family to deal with the emotional issues without being burdened with financial and legal decisions.
If you would like to arrange a no fee, no obligation meeting to discuss your unique estate planning situation Contact Us and we will contact you promptly.
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