As these assets tend to be some of our clients’ largest, care should be taken in how these assets are transferred to future generations. It is not helpful to create a Last Will or Trust containing elaborate asset management clauses on behalf of indebted, disabled, or minor children, only to discover that these clauses will not have the intended effect due to contradictory beneficiary designations.
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The Miller Law Firm, PA can help you review your beneficiary designations and assist you if changes need to be made. We can also assist you in determining what estate planning strategies can be utilized to protect these assets from estate and/or income taxes, as well as implement special management strategies to protect your loved ones from poor handling of the assets. Call the Miller Law Firm, P.A. today at (864) 527-0413.
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We are available to discuss your case anytime. Give us a call at (864) 527-0413
Our attorneys are always ready to evaluate your case. Call us today