As your net worth continues to grow, so does your estate. If unprepared, your heirs could face substantial federal and Florida state estate tax liabilities. If you were to die without a will, known as “intestate,” your assets may be subject to probate. This is typically costly, and it can potentially cause disputes amongst your heirs.
Estate planning can be intimidating and frustrating and is oftentimes overlooked due to the uncomfortable nature of the conversations that arise. However, with the proper guidance and interpretation from Geier Asset Management, estate planning can be seamless and simple to implement. Proper estate planning will save your family a great deal of time, heartache, and money.
The professionals at Geier Asset Management offer thorough estate planning for residents of Punta Gorda, Florida. Call us today to set up an appointment and talk with one of our estate planning experts about protecting your assets.
Geier Asset Management is here to assist with your estate planning needs from start to finish. Whether you are a business owner in Punta Gorda seeking to transfer ownership to successors, a young family that needs basic documents prepared to protect your children, or an elderly individual looking to transfer wealth to family members, we are equipped to handle your specific situation. Several items we will help you with include:
The first step of estate planning is the generation of basic documents that will illustrate your intentions and provide instruction to your heirs. As your assets accumulate, more sophisticated strategies may need to be implemented. However, we suggest you address the basic estate planning documents at a minimum. With an attorney’s assistance, our Punta Gorda area estate planners are able to coordinate the preparation of the following:
At Geier Asset Management, we can help you ensure your investments are protected for your family and future. Grow and protect your assets with Geier Asset Management—call us today to set up an estate planning meeting in the Punta Gorda area.