PERSONAL FINANCIAL PLANNING SOLUTIONS
Estate Planning
An estate plan allows you to decide how your assets are distributed, both during your lifetime and at your death. Estate planning also helps minimize estate and gift taxes and helps maximize the tax advantages of charitable giving.
Your estate consists of all property owned by the individual at the time of his/her death, including:
- Real estate
- Bank accounts
- Stocks and other securities,
- Life insurance policies,
- Personal property such as automobiles, jewelry, and artwork.
Occams estate planning services include:
- Wills or Living Trust
- Beneficiary Designations
- Financial Power of Attorney
- Health Care Power of Attorney
- Health Care Directives
- Revocable Living Trusts
- Testamentary Trusts
- Irrevocable Trusts
- Credit Shelter Trusts
- Marital Trusts
- Dynasty Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations
- Family Limited Partnerships, LLC & S Corporations
- Irrevocable Life Insurance Trusts
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