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Wills, Living Trusts & Estates

An Estate Plan is more than a set of documents. It is a way of preserving your lifestyle for you and your family. No two estate plans are alike, just as no two families are alike. We take the time to understand your individual circumstances and financial objectives, so that each of our plans is unique to your family’s circumstances.

Without proper planning, the government may take over half of your estate upon death. By taking advantage of tax strategies, you can maximize your estate growth, secure your future, and the future of those most important to you.

With our planning strategies, we will introduce you to time tested strategies with which you can:

  • Transfer assets in accordance with your wishes
  • Maintain control over your assets
  • Retain complete financial security
  • Ensure privacy of your financial affairs
  • Forecast and plan for your future estate
  • Minimize exposure to estate taxes
  • Ensure the well-being of your heirs
  • Enjoy an expanded philanthropic role
  • Leave a legacy

We help you preserve, protect, empower, and perpetuate your assets for the benefit of future generations.

Successful estate planning is achieved when one is secure in the knowledge that upon one’s passing, the client’s assets are protected, and subsequent transfer of those estate assets to his beneficiaries will be a seamless and cost-effective measure.

Your Balcom Investments team works in conjunction with various Estate Planning Attorney Associations. We coordinate financial and legal strategies in the realm of:

  • Revocable living trusts
  • Contract business trusts
  • Irrevocable life insurance trusts
  • Charitable remainder and lead trusts
  • Qualified personal residence trusts
  • Family limited partnerships
  • Gifting strategies and techniques

Our skilled team utilizes statutory basics, valuation management, and ownership management in the development of a pragmatic solution that can help you to achieve your goals. These solutions are often designed to increase the protection of your assets.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
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