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The Wharton Financial Group

ESTATE PLANNING

Formulate and implement a comprehensive estate plan to address the basic issues of estate preservation, asset protection and leveraged wealth. Harold Tincher designs with an Estate Planning attorney strategies to help you:

  • Protect your family by providing the appropriate legal documents, including a set of Wills, Powers of Attorney for health care and financial affairs, and Living Wills.

  • Eliminate probate costs, preserve privacy and reduce or eliminate federal estate taxes and capital gains taxes through a Living Trust.

  • Reduce or eliminate ordinary income taxes and capital gains taxes by creating a Charitable Remainder Trust.

  • Protect personal assets against long-term health care costs by purchasing Long Term Care.

  • Assure that a disabled child or adult will have the care, guardianship and financial support they require by creating a Special Needs Trust.

  • Judgment Proof your estate for your family and children from civil creditors, divorcing spouses and lawsuits by establishing a Beneficiary Irrevocable Trusts.

  • Control the family assets and still provide a sizable barrier to creditors by formulating and implementing a Family Limited Partnership (FLP) or a Limited Liability Company (LLC).

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Check the background of this financial professional on FINRA's BrokerCheck