Estate Planning

This is about keeping it in the family and protecting your loved ones with as little tax consequence as possible if any at all.

Small estates should only need living trusts that will bypass probate, which is quite expensive and can take years to conclude.

Large estates will draw primarily from a wide variety of trusts, each intending to accomplish a specific goal.

One of the most important decisions to be made amidst all the planning will be selecting trustees and successor trustees for your trusts and/or the executors and their successors for your estate. As your trusted financial advisor we can assist you with an objective review of all your considerations and of course present the possibilities available to you for your estate.

CS TOMASI Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

See below for a helpful tool to document important asset information and organize your records.