top of page

Estate Planning

Estate Planning is not just for wealthy families. Proper estate planning is a vital component of family planning, and we help all of our clients make sure their assets aren’t lost to avoidable income or estate taxes. Working with legal advisors and other trusted partners, we ensure that our clients are comfortable with their defined estate planning objectives and tax-saving strategies, and create a customized plan for each one to ensure the maximum benefits possible when wealth is ultimately transferred.

big icon estate.jpg

Estate Planning

Our estate planning includes:

• Help understand the importance of a will
• Guide the implementation of trust documents
• Guiding the creation of Powers of Attorney documents (POA)
• Designating beneficiaries
• Considerations of dependents needs
• Tax planning considerations (minimizing estate taxes and reducing probate fees)
• Protecting the estate
• Health and welfare considerations
• Distribution of assets/legacy

bottom of page