Estate Planning
For many, estate planning and leaving a legacy sounds lofty and complicated, but it really isn’t. As a wealth management practice, not only do we help grow and protect your wealth, but we also help with all aspects of family, wealth, business, and philanthropic legacy planning.
At any age, an estate plan can help you:
Set a value on your estate through an analysis of your assets and project estate values over time
Assess and address current and future liabilities, such as mortgages or bank loans, probate fees (estate settlement legal proceedings), taxes, legal fees, executor’s compensation, and any personal guarantees that will be payable by your estate.
Determine how best to meet the needs of your beneficiaries.
Your estate plan can protect your estate and your intended beneficiaries from costly legal red tape, competing interests, and unnecessary taxation. This is reason enough to give it some serious consideration.
We will help you consider:
Medical Power of Attorney
Living Will
Second Marriages
Non-Traditional Families
Dementia
Durable Power of Attorney
Special Needs Trusts
Blended Families
Creditor Protection
Need Answers?
We recognize that these are difficult but necessary conversations to have for your peace of mind and for the comfort and security of your loved ones. We are here to help make this process easier for you.
Have a question?
If you’re not quite ready to schedule a consultation and have a question, please use the contact form to get in touch and we will get back to you promptly. We welcome your questions and look forward to speaking with you.