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Estate Planning

For most of us, dealing with the subject of death is a very difficult issue because it forces us to think about facts that we don’t want to deal with challenge us to think beyond our comfort zone. Estate planning is establishing a plan that will address how the assets that you have accumulated get passed on according to your wishes. Proper estate planning must cover issues that address your specific issues and needs like guardianship and inheritance for minor children, minimizing taxes, costs and unnecessary legal fees. This is a process that evolves over time and as your financial advisor, we will work with you to make sure that your financial plan includes an estate plan that satisfies your specific wishes.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.