Estate Planning
Many people think that estate planning is only for the very wealthy; but that isn't true. When you die, the government calculates the value of everything you own, including:
- Your home and other real estate you own.
- The face amount of any personal or group life insurance policies in your name.
- Savings, investments, retirement plan assets or Social Security benefits.
- The value of any personal property such as cash, furniture, jewelry and automobiles.
- Your share of a business.
With a proper estate plan, you can:
- Ensure financial security for you and your family during your lifetime and after your death.
- Pass on your estate - wholly intact -- to your heirs and according to your wishes.
- Reduce or eliminate taxes, administrative expenses and delays in the transfer of your estate.
- Have the liquidity to cover your taxes, debts and expenses.
Sun Cornerstone Group Inc, can help you choose appropriate insurance and investments to protect and grow your estate assets; review your insurance and investments policies, including your retirement plan assets and employee benefits; review your ownership and beneficiary designations; assists the trustee in appropriately funding a trust.