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Think about how your decisions now might affect heirs later

In a previous blog post, we discussed how an IRA and its tax implications can impact the beneficiaries. If you recall, we discussed ways to reduce your heirs' tax burden from the IRA.

When it comes to estate planning, you must weigh how the fiscal decisions you make now will affect you later in life. Also, you must consider the effect of those same decisions on your beneficiaries and heirs when you pass away. Everything you do can either help or harm them and you.

Each estate plan is unique. There is no one-size-fits-all option to choose. Even if you have heard about what someone did that produced great results for them, that same plan might not work for you. It is imperative that you get customized information so that you know exactly what options you have and the effects of each.

We know that you might not want to spend all of your available time sorting through legal documents and information to find out what you should do. We can explain your options to you.

Perhaps you're interested in a trust because you want to preserve assets for generations to come. Or you may be interested in a special needs trust for one of your adult children's care after you are gone.

We can help you sort it out and come up with just what you need to protect your assets and provide for any dependents, heirs and beneficiaries. Visit our website to learn more, or call us to set up an appointment to discuss your estate planning needs.

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Law Office of Jeffrey B. Pape, P.C.
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