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| Ryan
J. Terry, Ltd. |
| Certified
Public Accountants |
 |
| Estate
Planning |
We believe
estate planning services to our clients is one of the most valuable and
meaningful services we provide.
Our goal is to assist you in developing and implementing an estate
plan. We will approach this engagement as your guide and estate
planning coach. It is our belief a client will not implement a
plan they do not understand. So, we make sure that our clients
understand the plan they design. We start simple and build.
We make sure the client understands how property will be distributed
upon their death and the tax ramifications at their death.
| The
approach to developing a plan will involve various meetings to
discuss: |
- Wills
- Living Wills
- Powers of
Attorney
- Living Trusts
(Revocable Trusts)
- Disclaimers
- Probate
- Fiduciary
Selections
- Health Care
Proxies
|
| Of
course, advantages and disadvantages of alternatives will be
discussed. |
The result of our process will be a document outlining your
estate plan. This outline will provide: |
- The key points
for your attorney to use in drafting the appropriate legal
documents.
- A document for
you to review periodically as a point of reference for your
plan.
|
|