Estate Care℠

Estate Care℠ provides a combination of Total Business Care services to develop an estate plan that clients desire for themselves, family members and/or organizations.

Services include planned reviews, documented actions and goals, access to a network of professionals, and client-oriented financial reports.

Estate Planning

Total Business Care professionals provide a combination of services to assure the “living estates” of clients provide the care they desire for themselves, family members, other loved ones, and charitable organizations. An estate plan is required by anyone who wishes to build, maintain or distribute their personal wealth. 

The professionals of Total Business Care view estate planning and its many related activities as a life long process. For that reason we think of ones wealth as a “living estate” to be managed for the benefit of the “caring” and “care givers” with special emphasis on family members. 

Although each of the many aspects of estate planning is complex, Total Business Care simplifies them into the following actions:

Trustee Services

One or more trusts typically provide the means to transfer your estate to those you want with the least administrative and estate tax expense. 

A Credit Shelter (A-B) Trust is commonly used by married couples with Irrevocable Life Insurance and QTIP Trusts added depending on the size and beneficiary complexity of the estate. 

Other types of trusts can also be created for sheltering ones residence, gifting to minors, or charitable purposes. 

Once created, a trust must be managed by a trustee(s) who performs duties designated by the trust document. TBC professionals are prepared to assist family members who have been designated as Trustees or to act as Trustee, when named, to perform the following:

💬 Have questions?

We invite you to contact our office today!