Implementing these plans will typically require an attorney (to draft wills and other legal documents) and may also call for the professional assistance of a CPA and or a trust officer. We are happy to work with your attorney and advisors, or assist you in putting together a team of professionals that can efficiently meet your specific needs.

For most people, the thoughts of settling their affairs is neither pleasant nor immediate. However, a little planning now can provide a great deal of peace of mind and security in the future. A well developed estate plan will consider your goals in life, and your responsibilities and wishes after you are gone. By coordinating with your financial/retirement plan your assets will be available to provide for your golden years.

A good plan will allow you to:

• Decide what happens to your property and the terms under which it will happen.
• Plan for alternate caregivers and the financial support of your minor children.
• Minimize all taxes that will impact what your heirs will receive from your estate.
• Remove problems that could slow or subvert your intentions for the distribution of your estate.
• Plan for financial issues that may arise such as handling taxes on non-liquid items or equivalent compensation on non-divisible items.
• Coordinate family & business interests.

These benefits make it important that the estate planning process be undertaken as early as possible and should be reviewed and updated periodically as your life situation evolves.

At Wayne W. Kollas, Inc. we get to know you and your family; to understand your financial circumstances, your values, hopes and goals and your final wishes and responsibilities. With this background, we will draw on the many tools and instruments available today to help you craft a plan that will give you and your loved ones security and peace of mind.

Please feel free to phone us at (888) 575-5445 or e-mail info@wwkinc.com. We would be happy to discuss your needs and how we may be able to assist you.