Estate Planning

Protecting your assets and leaving a legacy, making sure your hard-earned wealth is distributed into the right hands, shouldn't be complicated or stressful.

Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of a well-devised estate plan.

In addition to putting a sound plan in place and as part of our estate planning evaluation, we look for potential “trainwrecks” that could upset your ability to live out your preferred lifestyle and “opportunities”, either in lifetime or at death, that would allow you to help the people or causes you care most about.

We will work with you to help develop a plan that is totally aligned with your personal life goals.  The areas addressed in your planning may include some or all of the following:

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Devise or enhance your will or trust to efficiently transfer your assets

Avoid an expensive and lengthy probate process

Develop a plan for tax-efficient wealth transfer

Make certain your heirs and underage children are protected

Identify proper beneficiary designations

Carry out your end-of-life instructions

Support your favorite charities

Administer your trust and related legal documents

Support the filing of the appropriate tax returns

How Financial Planning Should Be Delivered
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