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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.

Estate Management 101

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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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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