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Estate Planning

Estate Planning

Preserving wealth from one generation to the next can be complex and time- consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws

Common documents you may want to discuss are listed below. 

  • Durable Power of Attorney for Health Care, HIPPA approved
  • Durable Power of Attorney for business and financial decisions
  • Living Wills
  • Last Will and Testament
  • Testamentary Trusts
  • Guardian
  • Revocable Living Trust
  • Irrevocable Life Insurance Trust
  • Charitable Remainder Trust

We are not attorneys and we do not give legal advice but we do work with our clients and their tax and legal counsel as a team so that our clients have plans that are congruent and accomplish your goals and objectives.

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