Marc Rheingold & Associates, Inc



1840 Main Street, Suite 202
Weston, FL 33326


(954) 217-3066


(954) 217-3069

Estate Planning

Although one's "Estate" is adequately defined as his or her "Property", there is no precise definition of "Estate Planning". Your estate plan can be viewed as aseries of steps to be taken so that after you die, your property will be handled in a way that recognizes your values and wishes regarding your survivors and any charitable interests you might have. When you begin to think about these things, some important lifetime concerns may also come to mind, such as preparing for possible physical or mental disability.

Where to start? The prospect of estate planning can be intimidating because there is usually no single clear answer to that question. There can be so many inter-related human and financial factors to consider. Perhaps your thinking should focus on these two questions:

1.First, if you died tomorrow, what would you want to happen?

2.Secondly, what most likely, actually would happen? 

A good estate plan is designed to bring reality in line with your desires, to the greatest extent possible, given the practical limitations you face. The steps in the plan might include candid family discussions, drafting of a will and trust, changing the beneficiary designations on some accounts, buying life insurance, etc. As for "problems," experience shows that the most common ones are insufficient money to fund all of one's goals, and survivors who do not act as hoped or expected.

At Marc Rheingold & Associates, Inc., we will begin by explaining how your current financial position would be affected by death or disability. We will discuss those financial steps to be considered to help reduce or eliminate the possible estate taxes which may be due. We will work alongside your estate tax attorney and utilize this team approach to help insure a proper transition of wealth, and implement the most effective legal and financial strategies available. If our clients have yet to find an attorney, we will be glad to refer them to any number of lawyers for them to interview. Please do not hesitate to call us and arrange for a no obligation appointment to answer your questions.


*INVEST does not offer tax or legal advice.

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