ESTATE PLANNING


Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after your passing. An effective estate strategy can spell out your ability to create more control over assets during life, direct your healthcare wishes, help provide care if you become disabled, allow for the transfer of your wealth to whom and when you want it given, and even minimize transfer taxes. 

We will work closely with your attorney and accountant to ensure your estate planning documents are up-to-date and reflect your current planning needs.  If necessary, we can introduce you to local attorneys and/or accountants. 

It is important to understand that estate planning creates a master plan for the management of your property during life and the distribution of that property at death.  So, when your family is meeting the challenges that accompany the loss of a loved one, you can rely on us to help relieve their stress by assisting your family with their financial matters. We will be there to assist your beneficiaries with the set-up of estate accounts, determining date of death values, and handling the asset transfers, as your requested in your Estate Plan.


Let’s schedule a time to discuss