Why choose a PROFESSIONAL?

Estate and financial planning are complex processes. Using professionals helps alleviate some of the challenges in completing these plans. There are many reasons why professional involvement is helpful.
  • Knowing which types of estate planning tools will be best for you to accomplish your goals; when you can use different estate planning methods; and how these tools work is not a quick process that is typically addressed with basic online resources.
  • A standardized template cannot address the complexity of some people’s lives and individual circumstances.
  • The complex world of estate planning, the laws that govern the process, and the tax implications, are difficult to understand and navigate. You run the risk of not fully protecting your assets and interests unless you work with professionals.
  • A standardized template may not keep up with state probate laws which are different in every state and play a big part in how you will want to put your Estate Plan together.
  • Some find that managing financial affairs is difficult and seek professionals to handle it for them.
  • As a Corporate Trustee FSBT has years of experience managing Trusts and is familiar with all kinds of trust, tax and estate planning strategies, and the legal responsibilities of a Trustee. We will follow your Trust instructions objectively and faithfully, and have the resources available to:
      • invest, buy, and sell assets,
      • pay bills,
      • file tax returns,
      • maintain accurate records, and
      • distribute income and assets as directed.
  • An experienced local estate planning attorney will know your most recent state probate laws and how they impact your situation to make sure your Will and Estate Plan are valid and legally enforceable.
  • A CPA can provide ideas on how to limit taxes on your estate now and at the time of death.
If you want comprehensive estate planning that
  • hits all the critical issues with your wealth and assets,
  • works to minimize your tax burden, as well as
  • achieves other goals you may have,
you should consider contacting an estate professional.
If you would like to explore the next steps of estate planning or have any questions, please don’t hesitate to contact us.

This content is intended to be used as a source for general information and is not provided as legal advice.


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