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Estate Planning

Estate Planning Services- LifeLine Tax INC

Lifeline Tax equips you with experienced and compassionate attorneys for estate planning. Exhaustive estate planning ensures that decisions concerned with finances and healthcare are made according to your desires by somebody you trust, in the event you become incapacitated. Adequate planning makes way for distribution of your assets post your death and it is a complicated process that needs expert legal advice.

An estate plan that is well-prepared allows your loved ones to adequately conduct your healthcare and financial wishes in case you become incapacitated and the requirement for court oversight is avoided. This also allows you to pass your property to your chosen individuals to take care of your minor children post your death and diminish the impacts of estate tax.

We at Lifeline Tax help you in planning for your future by creating a comprehensive and customized estate plan for you.

  • Our attorneys have years of expertise in helping clients with strategies of wealth transfer and putting their affairs in order to execute plans concerned with wealth.

  • Our practical and cost-efficient estate planning program is designed for real estate investments, high-value property and individuals who own business or have modest means.

  • We offer a range of estate planning services and ensure that your estate plan is not static.

  • Any changes in federal, tax and state laws and changes in asset structure and family composition need regular monitoring of your estate plan to find out when adjustments are required. We ensure that these changes get administered in a timely manner. 

Do you have a will?

Though most Americans are aware they need some sort of will, the majority of us – about 60% – don’t have one. People procrastinate for many reasons, but it’s important to know that Estate Planning – no matter what the size of your estate – doesn’t have to be complicated or expensive. And once it’s done, you’ll rest easier, knowing that your wishes will be fulfilled no matter what the future brings.

It’s a universal truth that you can’t take it with you.

But will your inheritors have to pay for what you leave behind? When a person dies, someone must step in to finalize that person’s affairs. Bills must be paid, property must be accounted for, and assets must be passed on to the heirs chosen by the deceased person. Without other arrangements, state law usually requires that all this be handled through court proceedings. This process can take many months. Because probate is time-consuming, expensive and usually unnecessary, smart people plan in advance to avoid placing this burden on their heirs.

We realize that many of us are squeamish when it comes to thinking and talking about death,

Particularly our own. But, preparing a few legal documents with the help of someone who is familiar with this process can ensure the things you worked so hard for all your life will be saved from probate and unnecessary taxes. Get answers to your estate planning questions. Learn how to provide a personalized program that’s just right for you and your family. Don’t put this important decision off any longer. You’ll be glad you did.

Getting Started

For 95% of you reading this page, most of your estate planning needs consist of a Will, Powers of Attorney, Living Will and perhaps a Living Trust.

Our Alliance Partners have over twenty-five years of experience in assisting clients with Estate Planning. In that period of time our Partners have assisted in the development of 15,000 Estate Plans. Today, they have taken these years of experience and developed the Dynamic Trust Portfolio. This package provides all the documents listed above and more! For those of you who need more OR less, we have other packages to suit your unique needs. Contact us today to learn more.
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