Estate Planning

Planning today can make a difference tomorrow.

Our process for designing a comprehensive estate plan - one that is crafted for your individual financial needs while you are alive and helps to protect your estate’s assets for your beneficiaries upon your death - involves creating a sophisticated financial condition model. Our detailed process accounts for your own individual needs and objectives, the long-term impact of taxation, inflation and living expenses, and any financial strategies currently in place. We then build your estate plan from there.

It is no secret estate taxes can significantly impact the wealth you have accumulated in your lifetime. By taking full advantage of tax credits and deductions provided by the Internal Revenue Code and our expertise in estate preservation strategies, we create a customized estate plan that includes:

 

Will and Trust Strategies

We will work with your attorney to recommend the most effective solutions for estate / asset protection and minimizing costly probate delays.

Property Ownership Alternatives

Proper titling of your assets ensures that your primary and contingent beneficiaries are appropriately coordinated with your existing will and trust documents.

Estate Tax Reduction

We will determine your current estate tax liability and take steps to minimize estate settlement costs with an eye on future growth and potential tax code changes.