Estate
Planning Done
Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.

If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.

We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.

Questions you might need help answering…

  • How does divorce or multiple marriages affect estate planning?
  • What happens when heirs are too young to inherit?
  • Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?
  • How can an inheritance be protected from creditors of an heir?
  • How can you pass along your estate with the minimum of tax liability involved?
  • Who needs to be on your estate planning team?
  • Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?
  • How will your estate be taken care of in the event that you are incapacitated?
  • What are the processes for amending your estate plans as your situation changes?
  • How can you leave money to charities or other organizations?

This is one area where a do-it-yourself mentality might not be to your greatest benefit. Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (251) 633-4070 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Debunking Estate Plan Myths For Mobile Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our Mobile area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 251-633-4070But here at Lindsey & Waldo we're also keeping an eye on the Congressional...

Debunking Estate Plan Myths For Mobile Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.  With new PPP loans for Mobile small business owners, credits aplenty in all of the variety of stimulus bills,...

Attention All Mobile Taxpayers, Tax Season Is Here

Congratulations to the Patriots -- I mean the Tampa Bay Buccaneers -- for their Super Bowl victory.Here at Lindsey & Waldo, we don't have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of tax returns...

Mobile Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Mobile clients, and more and more are contacting us every day. If you...

Retirement Money and Five Financial Mistakes To Avoid by Richard Lindsey

This is the time of year when we are normally opening up to file returns on behalf of Mobile clients, and taking a breath of "calm before the storm".Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their end-of-year...

Richard Lindsey’s Tax Checklist for Mobile Taxpayers

Every year within the independent tax and accounting business community here in Mobile (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was "all people are tax people". This year, they're...

Richard Lindsey’s Four Keys To Focus And Building Momentum in 2021

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Five Key Takeaways From The Second Coronavirus Relief Bill For Mobile Taxpayers

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Richard Lindsey’s Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year's Eve and New Year's Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after...

Richard Lindsey’s Annual Holiday Prayer

This will be a different kind of note today than I normally post.Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill.Given this cultural climate, this might rank up there with the...