Estate Planning

Have you considered your legacy?

Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes.

Do I need an Estate Plan?

Short answer: yes! Without planning, huge portions of estates are often sacrificed to taxes. How often do we read about sizable estates being reduced by millions because of estate taxes? It’s unfortunate, but it happens. We can help you plan for that risk.

We can align your estate plan and your financial plan, which can include an evaluation of your beneficiary designations, creating a will or trust, regular updates and reviews, and more. We will assist you in addressing some commonly overlooked areas that can create significant risks and complications for your loved ones.

If you already have an estate plan, let us review it and outline what it does and does not do. If appropriate, we will refer you to a professional who can modify or establish an estate plan for you. Once the plan is in place, we will help you maintain and implement your plan.

We'll help you consider:

Healthcare Directive

Who can doctors discuss your medical information with?

Blended Families

Does your estate plan include your stepchildren?

Living Will

What will happen if you’re unable to make your own medical decisions?

Second Marriages

Do your beneficiaries align with your wishes, including your former spouse or children from prior relationships?

Non traditional Families

Nontraditional Families

Does your estate plan protect your significant other or other family members?

Durable Power of Attorney

If you're incapacitated, who should be able to direct your assets in a timely way without court approval?

Dementia

Does your estate plan, healthcare directive, or trust include continuity of decision making in the event of diminished capacity?

Special Needs Trusts

If you have a loved one with special needs, how can you pass assets to them without jeopardizing government benefits?

More Services

Financial Planning

We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.

Investment Allocation

Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.

Estate Planning

Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.

Tax Planning

Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.

Retirement Planning

Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?

Education Planning

We can offer support and planning as you set education goals for your children, grandchildren, or yourself.

Estate Planning

Have you considered your legacy?

Do I need an Estate Plan?