Estate Planning

“Your estate represents a lifetime. Is it worth keeping?
May I show you what happens to most estates?”
-Ben Feldman

Every person has an estate. Your estate is made up of all of your assets: home, cars, business, life insurance, bank and investment accounts, retirement plans, your furnishings and collections - all of your possessions. Estate planning is the process of arranging for the management and then distribution of your estate during your lifetime, during a period of disability and at death, while minimizing gift, estate, generation skipping transfer, and income tax. Your estate plan design is determined by your desires. The ultimate goal of estate planning is Control.

Problem: How can you keep control of what you have spent a lifetime accumulating? How can you make sure the bulk of your estate is passed on to your family? If you don’t have an estate plan the government has one for you – their plan, not yours.

Solution:

For many years, The Feldman Agency has specialized in both creating and conserving estates. We work with you and your professional advisors to accomplish this through the use of trusts, wills, beneficiary designations, property ownership and powers of attorney. We're experts in helping you create the cash needed to absorb the tax impacts and leave a legacy while also addressing your needs during incapacity. The Feldman Agency, we help you keep together what you’ve worked so hard to put together.

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