Services

Estate Planning

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Estate Planning
Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Will your legacy unfold according to your wishes, and in a tax-efficient manner?

After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.

We Can assist with

  • Wills
  • Trusts and Trust accounts
  • Power of attorney
  • Account beneficiaries
  • Joint accounts
  • Beneficiary accounts
  • Transfer on death designation
  • Gifting assets

What is an Estate Plan?

An estate plan is exactly what it says it is; a plan for your estate. Estate planning allows you to specify exactly where each of your assets goes upon your death, whether it be to family, friends, a trust, etc. It will ensure your hard earned assets do not land in the hands of the wrong person.

Why do I need an Estate Plan?

We refer our clients to a trusted group of CPAs and estate planning attorneys, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner.

Through estate planning, you will ensure your assets will be handled exactly how you want. By involving the help of a professional, you will also ensure the transfers of your assets will occur with minimum tax consequences, and that your estate has enough liquidity to meet its obligations to your beneficiaries.

Estate planning usually involves the purchase of life insurance. Life insurance pays out a death benefit to the beneficiary upon the death of the insured, hopefully leaving the beneficiary with the funds to cover the cost of maintaining the estate. This should give the beneficiary the time to sell the estate without having to lose any value of the assets, or to purchase the assets themselves. Other detailed, technical aspects may also be involved in estate planning, depending on the individual client's wants and needs.

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