Estate Planning

It’s never too early to begin thinking about your legacy or to shape your estate plan. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. An estate plan is an imperative part of any ongoing financial planning process.
Creating a legacy consistent with your dreams and values is often complex and personal. We can guide you through all the elements of an estate plan:

• Prepare or revise a Will
• Prepare a trust to hold your assets for the benefit of your loved ones
• Life Insurance to pay your beneficiary
• Gifts or transfer of property to the people most important and dear to you
• We can advise and consult on tax exclusions

We work with your personal attorney, and tax professional to give you professional guidance and estate planning advice that best suits your family. To help you estimate the value of your estate, you’ll need to take the following into consideration:

• Current and future income
• Annual expenses
• Current assets and debts
• Insurance Policies
• Taxes

Let us help you create a financial plan that includes estate planning strategies designed to help you reflect the things that are important to you.

Find answers to your retirement and wealth planning questions – schedule a consultation with us.