Estate Planning
Estate planning is the process of developing a plan to cover the control and transfer of your assets and obligations at the time of your incapacitation or death, as well as a variety of other personal matters. This process is a collaborative effort between you, your wealth manager, accountant and/or attorney. Doing this allows us to craft strategies that can help protect your legacy, preserve your wealth, and enjoy what you have worked so hard to achieve. In essence, proper estate planning occurs at the intersection of tax, law, and financial planning.
Our estate planning services:
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Regular communication to ensure your plan continues to align with your vision and expectations
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Estimating the value of your estate and net worth based on your current and expected income, expenses, assets, and taxes
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Establishing a legacy through charitable giving which aligns with your values, passions, and beliefs
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Minimizing any tax burdens to your beneficiaries by working with your CPA to help reduce the impact of future state and federal taxes
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Working with your attorney to translate your desires and the strategies we develop into a legally protected document
