Estate Planning
Make a Plan
What exactly is estate planning? We'll start by making a list of what you have and carefully assessing its worth. Then we'll discuss the goals you have for yourself and your family.
Prepare a Will/ Establish a Trust
We'll work closely with your attorney, or recommend an attorney, to help as you plan ahead. Together, we'll determine how your assets will be distributed, decide if a trust is right for you, look at the various types of trusts, and decide on a plan that best fits your financial needs.
Manage Taxes
We'll work closely with your CPA, or recommend another professional, and then provide you with the information you need so you can feel confident you've done all we can to protect your assets and minimize your taxes at the time of estate transfer.
Create a Comprehensive Plan
How do your other financial concerns connect with estate planning? Study how insurances, retirement funds, and family businesses best coordinate with your estate plan.