Estate Planning

Xcel Law Group can help clients to save their families unnecessary taxes through effective planning and paving the way for financial security through conscientious administration. Xcel Law Group help clients prepare for comfort in retirement and security during disability. Xcel Law Group can help clients to manage assets effectively and to minimize the need for probate.

Will Creation
A Will serves as instructions to the probate court to how an individual wants to have his property distributed at death. Xcel Law Group gives personal service in preparing Wills and advices clients to keep them up to date as circumstances and the law changes. Careful, effective estate planning protects your family from unnecessary financial and emotional distress and ensures your assets are protected and passed on according to your wishes.

Tax Planning
A number of legal alternatives exists to minimize or avoid federal estate taxes; the larger your estate, the more imperative it is to obtain the legal expertise necessary to take full advantage of those options.

Probate Avoidance
Establishing trusts and assigning asset ownership helps you avoid probate expense, keeps your affairs private, and avoids the unnecessary loss of precious assets to court and administration fees.

Charitable Gift Planning
Leaving a lasting legacy to the charity of your choice will help minimize federal taxes on you estate, and can reduce capital gain and income taxes.

Family Business Succession Planning
For family owned businesses, planning how to leave your business to the next generation is critical. Usually, the process occurs only once in a lifetime and without professional assistance in planning the transfer, the succession process can destroy the business and family relationships.