350 Old Country Road, Suite 205, Garden City, NY 11530
877-791-8076 / StoberLaw.com
The best estate plan for
your future depends on your individual needs and concerns. Despite this variability, many couples share
the same values when it comes to planning their estate. Here are a few common estate planning
objectives that couples share.
Common Estate Planning
Objectives:
- Providing for Family and Loved Ones – Most married couples want to ensure that their loved ones are provided for in the unfortunate event both spouses become incapacitated or pass away.
- Minimizing Tax Payments – Federal estate taxes, state estate taxes, federal income taxes, and state income taxes are all concerns.
- Protecting Assets – Married couples want to ensure that their assets are getting passed on to loved ones and are kept away from creditors.
- Maintaining Privacy – Elderly individuals are increasingly the targets of fraudulent schemes and fraudulent solicitations. Couples want their estate plan to protect their surviving spouse from these schemes.
