Estate Planning

Everyone should have an estate plan in place, regardless of how large or small their estate is

Estate Planning

Estate Planning

Estate planning is a tool that enables you to decide how the things you own should be handled after death or incapacitation. An estate plan lets you determine what happens to your property, the well-being of your family, the guardianship of minor children, and how to minimize or eliminate taxes. It can also cover the extent of medical treatment you desire.

Estate planning allows you to select someone you trust to make decisions on your behalf. This enables your wishes to be carried out quickly and smoothly and helps you determine the degree to which probate can be avoided. Some of the more common concerns addressed during the process include:

  • Charitable giving
  • Transfer of wealth
  • Minimization of transfer taxes
  • Asset protection
  • Caring for minors and others, including pets

Together, we’ll work on your financial needs by creating a master plan using asset protection strategies for the management and distribution of your property. This plan generally aims to:

  • Give you more control over assets during life
  • Provide care when disabled or incapacitated
  • Allow for the transfer of wealth to whom, when and at the lowest possible cost

Wealth TransferWealth Transfer Planning

Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business. Special issues you may deal with are providing financial security for others, planning for children of a previous marriage, equalizing inheritances fairly, and retiring from your business.

Wealth transfer planning also involves the management of assets during disability or incapacity. It takes the burden off family members and makes your wishes clear.

Charitable giving image with two women wearing volunteer shirts and taking a selfie

Charitable Giving

For some people philanthropy represents the very essence of giving back to the community, caring for others, and leaving a legacy. We can help you with your charitable giving goals including private foundations and charitable remainder trusts.

Our process does not end with your estate, we coordinate your estate plan with your overall financial plans for your business, investments and insurance as well.

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Estate Planning is for Everyone

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