You just can’t take it with you. So it’s really about ensuring the financial future of your legacy. It’s about loving care for those you leave behind. Continued support for the causes that matter to you. And definitely about tax-advantaged strategies for the transition and control of your assets.
Whatever your intentions, if something happens to you, you can’t ensure that your wishes will be carried out without proper planning. In the absence of enforceable instructions from you, control of your assets may be determined by law or by court.
That’s where we can help.
We understand that it’s not easy to contemplate your own incapacity or mortality, or plan for such an eventuality. But it’s definitely easier when you’re guided through the planning process by seasoned professionals who know how to listen—and ask the questions that help you to clarify your personal wishes and goals.
Maybe you intend to transfer ownership interest in the business you founded and grew over a lifetime—but would like to retain some measure control. Or you hope to remain in your family home long past retirement, while at the same time removing its value from your estate. Or perhaps you need to provide for a family member with special needs.
At Bader Martin you’ll find the expertise and the caring professionals to aid you in developing and implementing the right plan for you and your family.