Estate & Tax Planning

 

DISINHERIT UNCLE SAM


You have worked hard all your life to build financial security for you and your family. You have the home of your dreams in Newport and your family business provides a nice income. You want to be sure that this nest egg remains with your family after you are gone. Did you know the government can claim huge amounts of money and deprive your children of the care you intended for them? If you have a family business and try to pass on the fruits of you labors, your loved ones could end up paying as much as 47% of what they inherit to the government-and this includes more that just liquid assets!

Congress is debating the laws involved with estate planning and is planning to tax your wealth. This is the time to know your rights and to secure your estate for the future. Sayer Regan & Thayer, LLP can help you sort through the maze of legislation to find a plan that best suits your needs. Our promise is that “we find out what matters most to you and then we make it happen.” Sayer Regan & Thayer, LLP will empower you to make good decisions for your family, your business and your future. We will make sure you understand every step in the process as you secure your assets.


LEAVE A LASTING LEGACY


Sayer Regan & Thayer, LLP provides the care and personal attention to meet your individual needs, whether your a Rhode Island, Massachusetts or Connectivut resident. Perhaps you wish to make a significant contribution to a special charity and to leave a lasting legacy to a special organization that has been so meaningful to you over the years. So much of the support for nonprofit organizations comes from generous individual givers who care deeply about the future of these programs. Make sure your gift is properly handled and delivered without ending up in the government’s pockets!


AVOID THE IRS AND PROTECT YOUR INVESTMENTS


Do you have large IRAs and wish to investigate tax avoidance strategies for your large investments? If you wish to keep your wealth in the family, often the best option is to create a trust to protect what you have earned for generations to come. The attorneys at Sayer Regan & Thayer, LLP can help you accomplish these goals. If you have real estate property in Rhode Island or Massachusetts that has greatly appreciated, protect it! Sayer Regan & Thayer, LLP can help.


CHILDREN ARE THE FUTURE


If you are just starting a family, you need to protect your children’s future. Too often young parents do not realize they must plan for their children’s well-being in the event mom and dad are no longer around. It is important to have a plan of action should the worst happen. Who would care for your children if something happened to you? Would their college educations still be financed? In times of grief, the last thing your children need is an ugly custody battle. You should be sure your wishes for their guardianship are made clear.  At Sayer Regan & Thayer, LLP we can help pave the way for your children’s future.


A PLAN BEATS NO PLAN EVERYTIME


Are you an entrepreneur or small business owner in South County or Kent County looking to retire in the near future? Are the majority of your resources tied up in your business? Protect your assets. If you invest wisely, you can build your wealth for a better future. Sayer Regan & Thayer, LLP can show you how.

When crises hits, wouldn’t you like the security of knowing your finances are in order. Sayer Regan & Thayer, LLP can provide you with the comfort of knowing you are protected.  Our personal touch will guide you through the process and our technical expertise in tax and property laws will leave you feeling protected and confident in the future.


YOU CAN “TRUST” US AND AVOID PROBATE


Perhaps you have, or would like to create, a living trust. Revocable living trusts can help you pass on an inheritance to your children without going through the process of a probate, which complicates matters in times of sorrow following a loved one’s passing.


AN ESTATE PLAN FOR EVERY NEED


Sayer Regan & Thayer, LLP is prepared to help you with all of your estate planning needs—from simple wills and trust administration to complicated asset protection. If you need help with probate court, call the law offices of Sayer Regan & Thayer, LLP at 401-849-3040!


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Sayer Regan & Thayer LLP
130 Bellevue Avenue, Unit 2
Newport, RI 02840
Phone: (401) 849-3040
Fax: (401) 849-4330
Toll Free: (866) 378-5836
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South County Office
343 Main St # C Wakefield, RI 02879
Phone: (401) 789-1616
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