Estate Planning
Here Now and Always
Developing a comprehensive estate and wealth plan is not a one-time isolated event. Just as your goals will change over time, so will your plan. We will work with you to implement and monitor your plan, and make updates and changes as your life and circumstances change along the way. No matter how your plan is structured, we will always strive to meet your objectives and maximize what is passed down to your heirs.
Preparing Your Legacy
We can help prepare a comprehensive estate plan and ensure critical elements are covered including setting up your will(s), determining power of attorney, and tax planning on your investments.
- When should you consider a secondary will?
- Determining when and if a trust should be set up and how to set one up
- Calculating how much tax your estate will owe and how insurance can be used to protect against future taxes
- Deciding to gift assets to your dependents while you are alive vs. leaving assets to dependents in your will
Be Fondly Remembered
Have a plan that reflects your wishes and gives you peace of mind today knowing your assets will be distributed the way you intended in the future. We can advise and help you establish some of the critical things that make up a comprehensive estate plan; including setting up your will, determining power of attorney, and tax planning on your investments.
Contact us today to discuss how we can help you achieve your financial goals
Schedule a Consultation at your convenience — meet virtually, or in-person.
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