{"id":22714,"date":"2025-04-08T19:36:40","date_gmt":"2025-04-08T19:36:40","guid":{"rendered":"https:\/\/basi.jamesarthur.dev\/legal\/?post_type=cpt_services&#038;p=22714"},"modified":"2025-09-12T16:46:51","modified_gmt":"2025-09-12T16:46:51","slug":"estate-planning-and-probate","status":"publish","type":"cpt_services","link":"https:\/\/basi.jamesarthur.dev\/legal\/services\/estate-planning-and-probate\/","title":{"rendered":"Estate Planning &#038; Probate"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"22714\" class=\"elementor elementor-22714\">\n\t\t\t\t<div class=\"elementor-element elementor-element-13e6fafa e-flex e-con-boxed sc_layouts_column_icons_position_left e-con e-parent\" data-id=\"13e6fafa\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7f177539 sc_fly_static elementor-widget elementor-widget-text-editor\" data-id=\"7f177539\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Planning and plan structuring for retirement is tied to the intent of the corporate owners, i.e., do I have a plan that will maximize benefits for my retirement? The law is complex in this area but does offer numerous combinations. Of utmost importance is ensuring that your retirement plan is considered qualified by the IRS.<\/span><\/p>\n<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Estate planning is broader in scope and includes the assets and ongoing income stream of the business. Therefore, planning the continued structure of the closely held corporation is essential to estate planning. Once a plan is formed, a periodic review of the estate plan should be conducted to be certain that it continues to fulfill specific goals for the distribution and transfer of assets. Day-to-day life situations and changes in the tax law impact estate plans. Our personnel can assist with detailed projections of your estate and the estate of other key stockholders.<\/span><\/p>\n<p>Retirement and estate planning are broad in scope. The personnel at The Center will:\u200b<\/p>\n<ul class=\"font_7 wixui-rich-text__text\">\n<li class=\"wixui-rich-text__text\">\n<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Develop a retirement strategy for you.<\/span><\/p>\n<\/li>\n<li class=\"wixui-rich-text__text\">\n<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Determine the estate tax consequence<\/span><\/p>\n<\/li>\n<li class=\"wixui-rich-text__text\">\n<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Analyze asset transfer with action recommendations<\/span><\/p>\n<\/li>\n<li class=\"wixui-rich-text__text\">\n<p class=\"font_7 wixui-rich-text__text\"><span class=\"wixui-rich-text__text\">Draft the legal documents<\/span><\/p>\n<\/li>\n<\/ul>\n<p>Download our questionnaire to assist in the preparation of the last will, Living Will, Power of Attorney, and Health Care Power of Attorney.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3cee60c sc_fly_static elementor-widget elementor-widget-spacer\" data-id=\"3cee60c\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-170bfb5 elementor-align-left sc_fly_static elementor-widget elementor-widget-button\" data-id=\"170bfb5\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/basi.jamesarthur.dev\/legal\/wp-content\/uploads\/2025\/04\/estate-planning-questionaire.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Questionnaire Download<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Lorem ipsum dolor sit amet<\/p>\n","protected":false},"author":1,"featured_media":22751,"comment_status":"closed","ping_status":"closed","template":"","cpt_services_group":[28],"class_list":["post-22714","cpt_services","type-cpt_services","status-publish","has-post-thumbnail","hentry","cpt_services_group-legal-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning &amp; 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