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Estate planning is a vital process that ensures your assets, property, and legacy are protected and distributed according to your wishes. Whether you’re looking to provide for loved ones, minimize tax liabilities, or safeguard your wealth, a well-structured estate plan offers more than just financial benefits. It also provides peace of mind for the future. At Encompass Financial, we specialize in guiding clients through every step of this process, helping to create customized strategies that align with personal goals.
Creation and management of legal documents to ensure proper asset distribution and estate protection.
Strategies to pass on wealth efficiently while minimizing estate taxes and legal complications.
Assistance with establishing and managing living trusts, irrevocable trusts, and charitable trusts.
Implement tax-efficient strategies to reduce estate tax liabilities.
Develop charitable giving plans that align with personal values and tax benefits.
Preparation of durable powers of attorney for financial and healthcare decisions.
Establish advanced directives or living wills to ensure medical decisions align with personal wishes.
Guidance on transferring business ownership to the next generation or new owners.
Leverage life insurance policies to cover estate taxes or ensure liquidity for beneficiaries.
Support for navigating the probate process and settling estate matters efficiently.
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