Estate Planning
Through our partners, we offer the following estate planning services:
Existing Plan Review
tailored to your needs and goals.
Will-Based Plan
Years of experience have prepared us to guide you through your life transitions.
Trust-Based PLan
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Annual Plan Review
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Benefits of Estate Plans
Medical
- Maintain continuity of medical decisions in every state of life.
- How medical choices to be made if incapacitatied (agent or stated)
Control
- Avoid Probate
- Maintain Privacy
- Divide Assets per your wishes
- Provide instructions to manage
Values
- Transfer wealth across generations on your terms.
- Help a favorite cause
Taxes
- Minimize Estate Taxes
- Minimize Inheritance Taxes
Working with Trusted Legal Professionals to Implement:
ning services Simply and narrowly put, estate planning is about your legacy. It is about distributing assets: to who, how, and when. You want to take steps to accomplish your intended legacy goals in a tax- and cost-efficient manner. This includes:
Properly titling assets
Making beneficiary designations
Maintaining a will
Determining whether there is a role for trusts
Establishing a durable power of attorney for finances
More broadly, you want your estate plan to express your values and
Revocable Living Trusts
Living wills & advanced medical directives
Irrevocable trusts
Wills
charitable trusts
Grantor retained trusts
Durable & healthcare powers of attorney
Life insurance trusts
Spousal lifetime access trusts (SLATs)
Review Revisit Revise
Nothing remains static
–Tax and property laws.
–Family situations.
–Assets and net worth.
–Health.
–Feelings.