Who needs an Estate Plan? YOU DO!
     You will want an estate plan when you have assets to protect both for today and for the future of your family.
Your Free no-obligation consutation is a click away!
  • What is an Estate Plan?
          Your Estate Plan is a means of transferring all that you have aquired as assets to those you care about, upon your death or incapacity. It's a gift you offer to remove the burden loved ones will bear in dealing with probate, legal fees, taxes and family members.
         Basic estate preservation tools such as the Revocable Living Trust, can be enhanced by adding other trust forms. The Kennedy Agency and The Estate Plan (tm) stand ready to assist you in organizing your affairs.
  • ... still need more information?
    A free informational video awaits your review. To schedule delivery, click here.
    Better yet, pick up the phone and call 775-348-8893
WHAT HAPPENS WITHOUT A WILL?
     It is often stated that no man dies without a will; if you don't have one drawn during your lifetime, the State will draw one for you.
     For your loved ones this means the inclusion of "unamed" heirs, as well as:
Difficulty in "clearing" title of ownership of your assets
Unnecessary Taxation
Additional Legal and Court costs

HOW ABOUT WITH A WILL?

"Where there's a Will, there's a Probate"
     You make the decisions! But your heirs will suffer the consequences of probate, which is a costly, bureaucratic nightmare exposing them and your assets to unwelcomed publicity, untimely delays, additional legal and court costs, as well as opening your estate to the possibility of disgruntled family members, creditors and "predators" of all forms.

WOULD A TESTAMENTARY TRUST BE ENOUGH?
     The Testamentary Trust is a step in the right direction -- but only half way: The Trust is created upon death only -- after the assets have been subject to probate.

 

WHAT ABOUT A LIVING TRUST?
     The knowledgeable family will use a Living Trust as its form of a will. While somewhat more expensive initially, its advantages far outweigh such cost. Though the Living Trust avoids the high cost of probate (reportedly as high as 8% to 10% of the gross estate), and the unnecessary taxation of one-half the estate when the second spouse dies -- its most important feature is to avoid the agony of probate.
     The Living Trust also creates the entity that will hold your estate in place to provide for the support and education of minor children.

One of the finest gifts you can leave your family is an organized and easily transferable estate. The Estate Plan (tm) Living Trust clearly accomplishes this purpose, as it:

  1. avoids the high cost and agony of probate
  2. eliminates unnecessary estate taxation
  3. provides a vehicle for the support and education of your children
Your Estate Plan contains everything necessary to quickly and easily settle your estate. The final step is to complete this Estate Plan as a family with the personal service provided by The Kennedy Agency.

Why choose us....

  1. Trusts drafted by a nationally accepted company
  2. Crafted in plain english
  3. Reviewed by a Local Attorney
  4. Free mobile consultation
  5. Payment Plans

 

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