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, safeguard 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 independence
Ensure privacy of your financial affairs
Forecast and plan for your future estate
Minimize exposure to estate taxes
Pursue the well-being of your heirs
Enjoy an expanded philanthropic role
Leave a legacy

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

Successful estate planning is accomplished when one is confident in the knowledge that upon one’s passing, the client’s assets are preserved, 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 pursue your goals. These solutions are often designed to increase the preservation of your assets.