Estate Planning

The goal of a successful estate plan is different for everyone. We’ve found that for many of our clients it’s to transfer their wealth to their intended beneficiaries, not the IRS. With tax laws continually changing, we’ll work with your trusted estate team or ours, to help make sure all your appropriate documents are in place, and up to date with current estate laws. All the reasons below are important aspects of an estate plan, is your estate plan integrated with your Wealth Management team?  

  • GIVE YOURSELF CONFIDENCE

  • DECIDE WHO RECEIVES YOUR ASSETS AT DEATH

  • AVOID THE TIME AND COSTS OF PROBATE

  • NAME GUARDIANS TO CARE FOR MINOR CHILDREN​​

  • ​HEALTH DIRECTIVES

  • AVOID THE PUBLIC NATURE OF A WILL

  • RESTRICT YOUR CHILDREN’S ACCESS TO THEIR INHERITANCE

  • PROTECT YOUR FAMILY’S INHERITANCE FROM CREDITORS, DIVORCE AND ESTATE TAXES

  • ENSURE YOUR ASSETS WILL STAY IN YOUR FAMILY EVEN IF YOUR SPOUSE REMARRIES

  • PROTECT YOUR ASSETS FROM FUTURE CREDITORS

  • SHIELD LIFE INSURANCE PROCEEDS FROM ESTATE TAXES

  • AVOID BITTER FAMILY FIGHTS AND MAKE DIFFICULT TIMES EASIER