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).
