Estate planning involves more than naming your heirs and crunching a few financial numbers. Estate planning involves a comprehensive review of your entire estate. This review includes addressing who will raise your children and how they will raise your children in the event of your death. During the review, we will analyze how you can transfer as much of your estate to your family, taking into account the tax implications of the transfer. You will have an opportunity to consider whether you want your family to receive their inheritance immediately or whether you want to keep funds in Trust for your family.
Jeffrey B. Bock has extensive experience working with clients and conducts thorough estate planning reviews. He works with various families interested in estate planning, including parents with young children, families with adult children, families that set up Trustees to provide for children with disabilities, community property planning for spouses, and much more.
What is Estate Planning for Families?
Contact Jeff's Office to Learn More About Family Estate Planning
To learn more about how estate planning can help your family, spouse and children, please call 281-962-8529 in Texas or 561-392-8788 in Florida or request an initial confidential consultation online. In your initial consultation with Jeff, he will discuss your estate planning needs, helping you determine the best type of estate planning strategy to meet your current and long-term goals. Jeff can help answer any questions you have while helping you make informed decisions.