Your Legacy Matters…

Whether your estate is high net-worth or mid-level, estate planning for you often can (and should) include a complete assessment of the available platforms for protecting your assets and avoiding probate.  Sometimes, those platforms include starting an LLC to own a rental property and take advantage of the new business tax deductions; setting up a real estate trust for the family estate; establishing a business entity designed to take advantage of the new tax reform Act; GRATs; QPRTs; Medicaid Planning Annuities; and other planning strategies that are contingent upon your estate planning goals and future needs.

Carol Johnson Law Firm, P.A. can help you and your accountant determine the best possible growth and legacy management strategy for you – even if it is just making sure your kids get the house and the government doesn’t!  The Firm will guide the process from start to finish to provide a complete estate planning strategy, including any federal or state business filings that are needed; drafting of Operating Agreements, etc.  With the recent changes to the tax code, many people are scrambling to make sure their estate plan will still work as intended for them.  The Firm recommends having your current estate plan evaluated against the Tax Cuts and Jobs Act of 2016 to make sure you are still protected.

Once an estate plan is designed and developed, the Firm makes sure that every client knows how to properly transfer assets to and fund their new estate planning instruments; how to properly administer their new estate plan; and, how to take advantage of everything the new tax code, or its successors, has to offer, providing key advice and counsel every step of the way.

Other Civil Matters handled by the Firm:

Call the Firm today for a free consultation on General Civil Matters