Estate Planning helps clients secure a more comfortable future. Protecting your wealth and assets involves taking advantage of a diverse array of financial solutions tailored to your long-term needs. You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your assets. As you think about ways to minimize your taxes, fund your retirement, and protect loved ones, you can work with us to make the process easier.
If you become incapable of managing your affairs while you are alive, will your finances continue to be managed effectively?
Proper Estate Planning can help you anticipate your future needs and pass on more of your wealth to family and charities in a tax-efficient way. It can take into consideration the special concerns of families with minor children, business owners who need to address succession planning or grandparents who would like to help their grandchildren go to college. With an estate plan in place, you can pass on a legacy, not a tax burden, to your heirs.
Estate Strategies
Asset Protection
Distribution Strategies
Tax-Efficient Strategies
Business Succession Planning
Charitable Giving
Legacy Planning
Important Documents
Living Will
Revocable Living Trust
Irrevocable Life Insurance Trust
Financial Power of Attorney
Advanced Medical Directive
Durable Power of Attorney for Healthcare
Products
Term Life Insurance
Permanent Life Insurance
Long-Term Disability Insurance
Long-Term Care Insurance
Annuities
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
