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Estate Planning
If you don’t create an estate plan, the IRS and the state of Alabama will simply make one for you. To put it delicately, the government is not exactly focused on minimizing taxes or looking out for the best interests of you and your loved ones. The fact is, every family should have its own, customized estate plan. Only then can you enjoy the peace of mind that comes from knowing you and the people you love will be taken care of should you become disabled or incapacitated, as well as after you pass away.
At Michael Sherman, LLC we are dedicated to helping individuals and families do just that. The estate plan we create for you will protect your hard-earned assets. Use the tax laws to the utmost advantage so you pay minimal taxes. Ensure your children’s inheritance and, just as importantly, enable you to pass on your values, life lessons and wishes to future generations. The plan will also provide for a smooth succession if you own a business. In short, it will protect you, your family and your legacy.
It is important to keep your plan updated. Why? Because your needs, and those of the people you love, change over time. So do the laws governing how your assets can be protected. To be truly confident that your needs and those of your family are taken care of, your estate and other asset protection plans must change as well. This is why we offer a plan review every three years at no extra charge and a Membership Program which includes an complimentary annual review, if you prefer. It is part of our commitment to being your trusted advisor for life.
Here are just some of the estate planning services we offer:
- Traditional estate planning, including wills, revocable trusts, powers of attorney, and health care directives
- Advanced estate planning, including irrevocable life insurance trusts, gift programs, dynasty trusts, generation-skipping trusts, and advanced tax planning
- Probate and trust administration
- Charitable planning
- Pre-nuptial agreements
- Special Needs Trusts
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