Estate Planning
The day will come. That’s a certainty. Your loved ones will be in the position of having to handle the transition of your estate. That will be a difficult enough time for them. If you’ve got an outdated estate plan, or worse, no estate plan at all, it can be a downright unbearable time for them. There’s no need to leave them with that kind of legacy.
Cromwell & Company has the expertise to guide you through the steps necessary to ensure that, when you do pass away or should you become incapacitated, the transition of your estate will flow smoothly. The Cromwell & Company team will work with you to gain a full understanding of your true net worth as well as the level of exposure your wealth has to estate taxes and fees.
Your estate can include the following: personal residence, other real estate, bank and money market accounts, investments, retirement benefits from employers, IRAs, insurance policies, collectibles, and personal belongings. These assets need to be protected and an untimely death coupled with poor foresight can create a messy probate process, massive tax implications and significant loss of wealth.
By working with Cromwell & Company to craft your estate plan, you’ll be able to control how assets are disbursed after death or in the event of incapacity, with the least amount of fees and taxes. Your plan will provide you and your loved ones the peace of mind that comes from knowing that the legacy you’re leaving behind for them is well protected. The Cromwell & Company team will work with you to ensure that your estate plan enables you to keep control of your assets and decisions about your medical care when you can no longer handle your own affairs.
Grow wealth. Live Life.
Contact Cromwell & Company today at 503.675.0700!