Your Financial Guide & Partner for Life

Estate Planning

Estate planning to secure your legacy.

Where retirement planning focuses on funding your life, estate planning makes sure that all your hard work outdates your own life. Everyone needs estate planning and it’s never too early to start the process. While preserving and protecting your wealth is a big part of estate planning, the biggest benefit is protecting your loved ones from not having a plan and picking up the pieces once you’re gone.

We can work in conjunction with you and your attorney to document your long-term plan, while finding tax advantaged strategies to transfer your wealth smoothly. Estate planning is intended to determine how your assets and wealth are managed and transferred after death, while enacting a clear path for your loved ones when you aren’t there to support them. The basic function of this process involves writing a will, limiting estate taxes, ensuring guardianship is established for any living dependents, naming an executor to facilitate the terms of the will. We also are here to ensure that your plans such as life insurance policies and retirement funds are kept up to date with current beneficiary information.

There are many different motivators to establish an estate, such as providing for your surviving family and preserving your wealth on their behalf, funding education for children or grandchildren, or even supporting causes that you believe in. Your estate consists of everything you own, vehicles, real estate, bank accounts, investments, life insurance policies, retirement funds, down to your smallest possessions. We work to create a strategy to protect your assets, including creating trusts or establishing gift-giving to qualified charitable and non-profit organizations to reduce the taxable estate, while maximizing the effect of your donations.

Don’t leave your legacy to chance or to the state to make your decisions for you. Our team of experts is here to help, and we hold your best interests at the center of everything we do.

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