No matter how large or small your estate might be, everyone should consider doing some estate planning*. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later.
Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. P3 can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.
*Estate Planning Services are provided in conjunction with your licensed legal advisor.