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Estate Planning

Are you buckled up? If this is your first time visiting Fred’s Garage, make sure to check out the pilot episode — and get ready for Episode 5!

In this video, CEO of Peterson & Myers law firm and Estate Planning guru, David Miller, explains and advises us on legal documents, family strategies, and will preparation that help you “navigate life’s difficulties in the event that you experience an event you did not foresee”*

In this episode, Fred Lopez of Allen & Company invited CEO of Peterson & Myers law firm and Estate Planning guru, David Miller to the Garage.

Miller explains and advises on legal documents, family strategies, and will preparation that help you navigate life’s difficulties in the event that you experience an event you did not foresee.

  • 1:22 – Learn about the risks of not having an estate plan as well as the basic legal documents to consider in estate planning: dispositive documents and lifetime documents.
  • 2:25 – Understand lifetime documents to consider when planning for unforeseen circumstances.
  • 3:45 – How many people have done this type of estate planning? Why is it so important?
  • 4:33 – Hear David’s experience with family transparency in estate planning and his philosophical approach to guiding his clients.
  • 5:23 – Consider the basics of will preparation and learn David Miller’s approach to guiding his clients in their estate planning.
  • 6:08 – Listen to Miller speak on his experience as CEO of Peterson & Myers.

Make sure to follow Fred’s Garage for future updates and upcoming videos.

December 2020

What is estate planning?

Estate planning is the process of determining how your financial estate, including your financial assets, will be distributed upon your death. A sound estate plan will help ensure that not only your final wishes are honored, but also seek to maximize the size of your estate by minimizing taxes.

Do I need an estate plan?

Some people believe that only older or wealthy folks need an estate plan. The reality?

Everyone needs an estate plan. While there are some factors that are important to note, virtually everyone has people who may depend on them, assets that will need to be distributed, and specific wishes they’d like to see fulfilled upon their eventual passing. Allen & Company financial advisors recognize how important of a step this is in any financial plan, even though it’s not something you may think about every day!

Estate planning checklist

  • Do you own a business?
  • Are you responsible for minor or dependent children?
  • Do you have elderly parents who are dependent on you?
  • Might the value of your estate exceed the amount that is exempt from federal estate taxes?
  • Do you have any specific wishes for how your estate is distributed?
  • Do you have a desire to avoid unnecessary taxes and probate?

If any of these apply to you, you need an estate plan!

Whether your estate plan needs a tune-up or it’s your first consultation, experienced Allen & Company financial advisors will guide you through.

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