Estate Planning
Estate planning is the orderly disposition of your assets at the end of your plan. Estates can be taxed at very high rates for the wealthy, so proper estate planning is critical. Proper estate planning can reduce most estate tax to zero, but steps must be taken while the person is alive to gain this result. Mountain Sunset Financial can help you structure and allocate your assets in a way that minimizes, if not reduces, estate tax. We have a variety of tax advantageous strategies for gifting assets to beneficiaries.
Keeping your assets out of the probate process is also important to most people. Probate is expensive, lengthy, and public. This means that anyone can see what your assets at death were and who received them. Mountain Sunset Financial can help you keep assets out of the probate process and away from prying eyes.
Estate Planning Services We Offer
Beneficiary, POD, TOD, and other accounts all must be properly designated. Part of the estate planning process is us making sure these accounts will go where you desire. We will also analyze the titles of your assets and make recommendations for titling where that would reduce your taxable estate and allow assets to pass outside of the probate process.
If you have children or other heirs that you want to pass assets to, Mountain Sunset Financial can help you get those assets to the proper heirs with minimal taxes and maximum privacy.