Estate Planning Services

Where do you want to be in 5, 10, 20…50 years?  Will you be comfortable, financially secure and able to accomplish your own goals with the resources you have?  At Toler and Toler we help you answer those questions.  We work alongside other selected professionals including accountants, attorneys, financial planners and more to provide you with a comprehensive and concrete estate plan.

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as the client’s needs dictate.

Estate planning involves the will, trusts, beneficiary designations, powers of appointment, property ownership and much more.