Customized Estate Planning
Harris Financial Solutions, Inc. believes it is in your best interest to create an Estate Plan along with a Financial Plan. With that in mind, we have developed relationships with hand-picked Elder Law Attorneys who will provide you with the latest Probate and Tax Law Information. They can guide you through the estate planning process to avoid common estate shortfalls. A customized Estate Plan is vital to ensure the seamless distribution of your Legacy.
5 Reasons Estate Planning is Important
Avoiding Probate
- Benefit Probate
- Joint Tenancy
- Give it Away
- Revocable or Irrevocable Trust
Avoiding a Mess
- 86% of claims in probate are immediate family, children, siblings, etc.
- 63% of claims are partners
- 23% of claims are ex-partners
- Contestation is most driven by both exclusion and significant disparity in distribution
Protecting Beneficiaries
- Special Needs Trust
- Spendthrift Trust
- Irrevocable Trust
- Self-Destruction
- Ex-Laws
Protecting Assets
- Irrevocable Trust
- Proper Funding
- From Nursing Home
- Uncle Sam
Healthcare Directives
- Power of Attorney
- Living Wills
