Estate planning takes many forms—from helping to preserve what you have worked so hard to build over the years, to taxes, to properly preparing and protecting your loved ones, to effectively passing on a legacy to the next generation. Regardless of net worth, proper estate planning is an important part of every financial plan to ensure your desire outcomes are met.
Proper estate planning is often thought of just planning ones’ passing, which is true, however a proper estate distribution strategy can improve your retirement lifestyle through a combination of strategies which create more retirement income. One can also use tax-favorable wealth transfer techniques to more effectively transfer assets to the next generation.
We develop estate strategies, in conjunction with your overall financial needs, to ensure your various objectives are met—from tax reduction or planning for delays in transferring your estate through probate, to providing liquidity to your heirs to cover taxes, debts, and expenses that would fall on their shoulders.
We understand estate planning is an emotionally-charged subject for many. Therefore, it is important to us that we take the time and consideration to discuss all aspects of your situation to ensure your wishes are being granted to the fullest potential. Once we have fully understood your objectives, we coordinate with your attorney, CPA, and any other important advisors to coordinate a solution and implement your plan.
We aim to make an often daunting topic and process simple and easy to understand, and help you walk away feeling secure in knowing you have taken the proper steps to protect the people who depend on you, and the legacy you have worked a lifetime to build.