WHERE TO START PLANNING

 

 

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WHERE TO START IN WEALTH

(AND HEALTH) PRESERVATION PLANNING

 

bulletBegin by defining your estate planning goals, both tax and non-tax.

 

bullet Important to choose competent legal counsel who specializes in this area.

 

bullet Make sure your lawyer understands you and your family's particular goals and needs

 

bullet Don't accept "canned" form documents

 

bullet Be prepared to review and possibly update your plan every three-five years or when a major family change occurs.

 

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DISCLAIMER

Martin J. Hagan is licensed to practice law in the Commonwealth of Pennsylvania. This website is intended solely for informational use and is not intended to solicit clients. Likewise, any information contained in or obtained from this web site is for informational purposes only and is not intended to be used as legal advice.

IRS CIRCULAR 230 DISCLAIMER:   Pursuant to Treasury guidelines, any tax advice contained in this website (or any link from it) does not constitute a formal opinion. Accordingly, any tax advice contained in this website (or any link from it) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be asserted by the Internal Revenue Service. You should seek advice based on your particular circumstances from an independent tax advisor.

Send mail to mhagan@haganlaw.net  with questions or comments about this web site.
Copyright © 2008 Martin J. Hagan, One Gateway Center - 8 South; Pittsburgh, PA 15222-1435
Last Updated: 05/28/08