Many people assume that estate planning is only for the wealthy. Even for smaller estates, the costs and delays of probate can have devastating consequences. The goal of estate planning is to arrange your financial affairs in such a way that your assets can be passed to your heirs as quickly and as completely as possible.
The tax burden imposed by the distribution of your wealth once you’re gone can be substantial. A will does not address these concerns, nor does it adequately deal with more nuanced distributions that can occur with philanthropic individuals or multi-generational trusts.
Our team can recommend specific investment and insurance solutions that will maximize your estate while minimizing the tax burden on your successors. For more complex solutions, we also have access to legal and accounting professionals who can work with your team to ensure your Estate Plan is optimized.
It is also essential to ensure that your affairs are handled in accordance with your wishes while you are alive. Should you become mentally or physically incapacitated and unable to manage your own affairs, tools such as a power of attorney become important life planning tools.
We offer a free 30-minute consultation. We’ll review your situation, assess your needs, and outline your options.
We offer a free 30-minute consultation. We’ll review your situation, assess your needs, and outline your options. Not ready to sit down? No problem. Drop us a line with your question and we’ll get back to you as soon as possible.
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