There are a great number of different estate planning tools and techniques that can be used to achieve your desire results. At the Busbin Law Firm we take clients through a six-step decision process which helps identify the tools and techniques to use. Through this design process we will identify the most efficient way to protect asset, preserve wealth, and transfer assets to those you love and want to bless. At the completion of this process the client has a clear understanding of how their estate plan will work, both while they are alive and after they are gone.
After your estate plan is complete and the documents have been executed; we will work closely with your other advisors to ensure that your assets titling and beneficiary designations are coordinated with the estate plan. This coordination will ensure that assets pass as your estate plan intends.
Let’s talk about your needs and how we can help