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.
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.
Business Succession Planning
Revocable Living Trust
Irrevocable Life Insurance Trust
Financial Power of Attorney
Advanced Medical Directive
Durable Power of Attorney for Healthcare
Term Life Insurance
Permanent Life Insurance
Long-Term Disability Insurance
Long-Term Care Insurance