Estate planning on your own can be complicated and costly. The list of items to address is endless: state taxes, bureaucracy, probate courts, appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Every estate planning situation is different. Johnson Block & Company can help you navigate your unique situation to recommend an approach to make your planning simple, efficient, and worry-free.

Some of our estate planning services include:

• Defining your estate planning goals
• Evaluating and recommending estate planning options
• Reviewing your estate planning documents
• Transferring the assets of your estate to heirs the way you want
• Organizing fair and adequate liquidation of estate to cover taxes and other expenses
• Family partnerships and other business relationships
• Philanthropic planning
• Preparation for estate and trust tax problems