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Planning Tools - Estate Planning
  Calculators    Estate Planning     Retirement Planning     Tax Information

The following websites provide useful information on Estate Planning. Please note: SKY Investment Group LLC does not provide legal or tax advice. These links are provided for your convenience only. The content on these sites is not maintained by SKY Investment Group LLC nor is SKY Investment Group LLC responsible for their content.

The links below provide thought-provoking information that may be helpful as you prepare to meet with your estate planning advisor.

Estate Planning Overview
 

Maintain control of what happens around you when you are no longer able to do so by planning now.

Overcoming Incapacity
 

Plan for the day when you may not be able to make your own financial and medical decisions.

What Happens When You Die
 

Ensure that your funeral preferences are made known to those closest to you.  Set up mechanisms to minimize tax consequences of asset transfer.

Handling the Estate
 

Select the executor of your estate who will act according to your wishes.

Probate
 

Explore financial and legal strategies to avoid probate or minimize its impact on your estate.

Federal Estate Tax Basics
 

Compute your estate tax liability.
 
 
 

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