Estate Planning

It’s About You

Before we can draft an estate plan, it’s vital to go through a discovery process to understand your goals for the future. Do you want to leave a legacy to kids or charities? Are there restrictions you want to put on the money? How do you want decisions to be made if you are incapacitated?

Through multiple conversations, we can start formulating a plan that incorporates your values and reflects your wishes for decades to come. We can set up a plan that makes it easy to settle an estate for your loved ones, while doing everything possible to reduce your exposure to estate taxes. We help facilitate a dialogue to identify what you value most and what objectives you want to accomplish.

Key considerations:

  • Who are the important people in your life that you would like to pass down assets?
  • What are your legacy or charitable objectives?
  • Who do you want to make financial and health care decisions on your behalf?

Our Approach

Our first step is to review your current estate plan to understand your current desires and how they align with current estate laws. After identifying any gaps, we begin our discovery phase by asking you questions. We can then start prioritizing what’s most important to you and create a plan. You’ll have confidence knowing we explored all options, and the plan we crafted reflects your genuine wishes.

What We Do

Estate planning can be a stressful and tedious process, which is why many people put it off. Our goal is to alleviate the stress by guiding you through our process and facilitating discussions to ensure the drafted plan is aligned with your desires. A basic estate plan includes a Will or Living Trust, Financial and Medical Powers of Attorney, and an Advanced Health Care Directive. In addition to these basic estate planning documents, we utilize techniques to minimize estate and gift taxes while maximizing the amount of assets you can pass on to your heirs. The main goal of estate planning isn’t simply to reduce taxes, which is why we go more in depth to create a well-documented plan that provides peace of mind.

How We Help

  • Listen to your goals to draft a complete estate plan
  • Optimize planning techniques during your lifetime and at your death to reduce income and estate taxes
  • Discuss trust strategies to control distributions for younger children or second marriages
  • Provide beneficiary designations to complement your estate plan

A successful financial plan helps you live your values. Does yours?

Start your FREE consultation today!