Estate Planning

For clients who have more advanced planning needs such as wills, trusts, estate and business planning or tax planning issues – we collaborate with our highly trusted attorneys, CPAs and other professional partners to give you the best possible outcomes.

You've worked hard to provide a good life for your loved ones, and estate planning allows you to plan ahead to make sure the assets you've accumulated pass on to those you love according to your wishes.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Business owners should be especially mindful of the need for proper estate planning, given that the largest component of a business owner's estate is frequently the business. Business owners often may not establish an estate plan because they fail to understand liquidity issues and the tax implications that their heirs will face. Regardless of whether you own a business or not, estate planning has to take into consideration three questions: what is the plan for the owner's estate; to whom will the estate pass, and what is the most efficient way to minimize the estate taxes?

Speak to us about developing an estate plan and financial strategy to meet your needs. We can work with you and your other advisors to ensure your wishes are translated into action.

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Estate Planning

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