Succession wealth planning can be a complex and costly process that involves many factors, such as state taxes, probate courts, health care concerns, life insurance, and more. Without proper guidance, you may not be aware of your legal and financial rights, which can end up costing you and your loved ones more in the long run.

At Viva Taxes, we understand that thinking about your estate and what will happen after your death can be intimidating. However, proper succession planning can save your family time, stress, and money. That’s where we come in. Our team is here to help you define your succession wealth planning goals, organize your succession wealth planning team (if needed), evaluate and recommend options, prepare and review your estate planning documents, and more. We can also assist with living wills and trusts, lifetime family wealth transfers, business relationships, charitable giving, and more. We are committed to guiding you through every step of the process and helping you create a plan that meets your unique needs and goals.

Don’t try to navigate the complexities of succession wealth planning alone. Contact us today to learn more about how we can help.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas…

• Reviewing and paying household bills, budgeting, and record keeping.

• Assistance with check writing and checkbook balancing.
• Making sure money is received, receipted, and deposited.
• Offering second opinions regarding household issues and unexpected situations.
• Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
• Planning retirement account distributions and safeguard against improper disbursements.
• Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
• Preparing an inventory of personal assets and investments.
• Identifying and planning their retirement income, needs, and goals.
• Determining current and long-term cash flow needs by analyzing income and expenses.
• Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
• Monitoring investment portfolio and other assets in conjunction with their investment advisor.
• Preparing, planning and filing income, trust, gift and estate tax.
• Providing referrals to local services and agencies.
• Arranging proper level of care, transportation, and caregiver assessment.