Services: Estate Planning

Your savvy and hard work have built an impressive portfolio of assets. With our comprehensive Estate Planning services, we'll help you designate exactly how you want those assets distributed, while keeping estate tax liability to a minimum.

There is more to estate planning than simply creating and signing your will. Some of the issues can include:

  • Taxes
  • Probate - Court, rules, delays, costs, etc.
  • Eligibility of heirs, including age, relationship, children from previous marriages, former spouses.
  • Life insurance
  • Annuities
  • Charitable donations
  • Gifts
  • Trusts
  • Care directives

It's a complex process, but you don't have to do it alone. Each person is different, and each estate is unique, with its own unique issues and concerns. We take the time to get to know you and your relationships so that we can better address your situation. We'll discuss your estate with you, and offer recommendations, research, and tools to make your estate planning efficient, tailored, and worry-free.

We will help you:

  • Define estate planning goals
  • Create and manage your estate planning team
  • Identify and recommend estate planning options
  • Prepare, organize and review estate planning documents, including wills & trusts, power of attorney and health care directives
  • Decrease potential problems with and expenses of probate
  • Prepare personal net worth statements
  • Arrange management of your estate in the event that you are incapacitated
  • Transfer assets to your heirs the way you want
  • Reduce taxes at time of death
  • Organize fair, adequate liquidation of your estate to cover taxes and expenses
  • Review and amend your plan as needed

We can also help with:

  • Living Wills & Trusts
  • Lifetime Family Wealth Transfers
  • Gifting assets
  • Family partnerships & other business relationships
  • Making bequests to charities

Our friendly and knowledgeable team is available to assist and advise you through every step of the estate planning process.

Please Contact Us for more information.

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