Our Services
Estate Planning
An Estate Plan Helps Protect Your Assets and Your Loved Ones
A solid estate plan ensures your assets are transferred efficiently from one generation to the next. Estate planning can help you save money on taxes, avoid lengthy legal processes, and prevent disagreements between heirs. *We do not render legal advice, but advise you to consult with your own estate planning attorney.
Here are some common questions you may be asking yourself:
- How can I minimize taxes on my estate?
- Do I need a will or trust?
- How will I ensure that my spouse is taken care of if I pass?
- How do I know that my estate is in order?
Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. Here’s how we can help:
- Allocating assets to spouses, children, trusts, and charities
- Periodic review of estate planning needs as your family situation and finances change
- Tax planning and preparation including estate, gift, and fiduciary tax returns
- Business succession planning
- Trust administration