A sound estate plan can eliminate many of the problems that have the potential to arise during the settlement of an estate. Moreover, it can help you:
Cora Capital Advisors is a critical part of your estate planning team, working seamlessly with your attorney, trust administrator and life insurance agent to provide you with the necessary guidance to ensure your estate plan is current and sound.
- Ensure that your wishes are honored when you are unable to manage your own affairs
- Communicate your wishes and expectations precisely to your family and heirs
- Provide for your family’s financial security
- Provide capital to meet immediate liquidity needs for settlement costs
- Facilitate the timely distribution of assets by avoiding probate proceedings
- Maximize the estate for transfer by minimizing taxes and expenses
- Ensure that all beneficiaries are named in accordance with the most recent will or avoid publicity by keeping the proceedings out of the public record
- Conserve the estate so later generations can benefit
- Leave a charitable legacy with a gift of assets or a trust
Estate plans can become obsolete if not reviewed periodically. The fact is that not only do tax laws change periodically, so do an individual’s financial situation.
Cora Capital Advisors is a critical part of your estate planning team, working seamlessly with your attorney, trust administrator and life insurance agent to provide you with the necessary guidance to ensure your estate plan is current and sound.
