LIFE PLANNING INC.: WHO WE ARE
Life Planning, Inc. (LPI) provides solutions designed to help manage, protect, and distribute clients’ personal and business assets. We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.
NO Obligation Consultation!
GETTING THE ANSWERS YOU NEED HAS NEVER BEEN EASIER!
Life Planning Advocates (LPAs) are equipped to answer your business and estate planning questions quickly, easily and efficiently.
Call anytime with questions and discover how easy it is to create affordable, comprehensive solutions that are custom-tailored to your individual needs, goals and circumstances.
Take advantage of our broad experience and deep devotion to your complete satisfaction throughout the entire process… it’s a big part of what makes our service so valuable!
MAKE FULLY-INFORMED DECISIONS!
AN EASY, NO-PRESSURE PROCESS
We meet with you either in-person or via secure, interactive Web- teleconference, depending on your location, preference, and schedule. We help to educate and empower you to make important decisions quickly, easily and confidently with a proven, user-friendly process.
Together, we create custom-tailored documents that reflect your unique goals and circumstances, using industry best-practices.
The result is a custom designed, comprehensive Life Plan that gives you Peace of Mind!
WE ARE HERE TO HELP
Frequently Asked Questions
There are three kinds of taxes: Income, Capital Gain and Estate. First, there’s very little we can do to reduce income taxes. However, Living Trusts are generally ‘income tax neutral’ and will neither reduce nor increase the income tax you owe. Capital gains taxes may be minimized or eliminated in Community Property states, thanks to the ‘step up in cost basis’ afforded to Community Property. Finally, estates larger than $11.58 million per person are generally subject to the Federal Estate Tax. Spouses may combine their individual estate tax exemptions to shelter up to $23.16 million from ‘death taxes’.