Our estate and trust planners will help you devise a plan for your assets and legacy that starts paying benefits for you today. We’ll cut through the legalities and the challenges of estate planning for you by following a simple process.
- We get an understanding of what you want for your estate.
- We form a team made up of legal, accounting and financial professionals that can create a customized strategy for you.
- We take stock of the estate planning tools that you already have in place like trusts, wills, powers of attorney and healthcare directives
- We set up your affairs so that your needs will be taken care of if you become unable to manage your assets while you are alive
- We create a plan that will lessen the risk of your assets going through a lengthy and expensive probate process
- We structure your assets so that as few of them as possible will be subject to estate tax.
- We set your assets up now so that they transfer to your heirs when you want them to and how you want them to
- We plan for any estate expenses and taxes so that they can be paid quickly and efficiently.
- We continually update your plan to stay current with your changing needs, changes in your family, and changes in the law.