Estate Planning

A vital component of lifetime financial planning is estate planning

Champlin & Associates can help you ensure your financial security

With proper estate planning, you can help ensure the financial security for you and your family during your lifetime and beyond. Proper estate planning will make certain that your wishes are passed on and remain intact, minimize and possibly eliminate taxes with the transfer of your estate, and provide peace-of-mind knowing that your family is protected and your legacy preserved.

Many people assume that estate planning is just for the wealthy. When, in fact, estate planning can be for any person wishing to protect and provide the maximum benefit to their family. Estate planning takes into account state and federal estate, inheritance and income taxes. Estates that are too small to trigger the federal estate tax may easily owe a significant amount in state death taxes, federal and state income taxes, as well as possibly probate and settlement costs.

Champlin & Associates works with large and small estates to help minimize settlement costs and structure an estate according to your goals and latest regulations. We will also work in coordination with your legal, tax and other trusted advisors to establish a plan that can include your will, trust, charitable gifts, business succession and designation of beneficiaries.

Champlin & Associates is your financial advocate. Because there is no guarantee of tomorrow, start planning today. Contact Us