Estate Planning

Estate planning includes ensuring that your wishes will be carried out according to your plans. We help you create a plan that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.
We help facilitate working with your attorney, accountants, and other estate planning professionals to ensure that your legal concerns, such as updated wills and/or trust arrangements, healthcare directives, and power of attorney documents are in place and up-to-date. We can recommend strategies to minimize wealth transfer taxes and other costs and assist you in monitoring your entire estate plan to ensure it conforms to the changing needs of your family.
Trustee responsibilities can be overwhelming and daunting. We can assist in navigating the process to ensure that trusts are carried out in accordance with the wishes of the trust documents and help ensure that trustee avoid legal complexities along the way.

We can help with...

We refer our clients to a trusted CPA and estate planning attorney, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner. We can help you create a plan to optimize your benefits and evaluate where you may need to augment your income in order to meet your retirement goals.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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