The Myth of Estate Planning is that it is for the Wealthy. In
Pennsylvania, if your estate is valued at over $25,000, it will go through
probate. Probate can cost your estate (the end result is less to
your loved ones) 7% - 12% and sometimes more. A quick way to get an
approximate cost of probate to your estate is take the value of your home,
money, automobiles, recreational vehicles, collectables,
furnishings...everything you have, and multiply it times 10%. The result
is an approximation of how much your loved ones or heirs will lose due to
the probate process.
Proper Estate Planning can reduce or eliminate the high costs and
hassles associated with the probate system and pass that extra
money to your heirs instead of those who don’t love you back.
Estate planning, for most, is fairly simple, involving a fact finding
appointment between you and one of our advisors. We find out what your
needs are and what you want, show you a snapshot of what you would
experience with your current plan, and if we have any recommendations,
what you could experience with a Proper Estate Plan. With almost 95%
of all the people we meet, we are able to show them a more efficient way
to pass their estate to their loved ones!
Some Estate Plans can be very involved. If you own a business or
businesses, business succession planning is needed. If you own highly
appreciated assets, there are ways to pass the value of the assets to your
heirs with little or no loss to your heirs.
Click Here to view some case histories!
Call Integrity Estate Advisors today, to see how you and your loved
ones may benefit from our “performance based” services.
If we can’t show you a plan that is better for you in every way, why
should you do business with us? That is “performance based” services!
