The Estate Planning Process
Estate Planning is complicated and constantly needs to be updated throughout your life. Here's the main pillars of estate planning that focus on simplifying the process for our clients and give you confidence in your plan.
Your Estate, Your Way - We nail down your desires for your assets, including any charitable donations you want to make.
Contingency Planning - If you were to become incapacitated, we develop a plan so the people you trust can take over.
A Team Effort - We work with you and your legal consultant to help you determine which strategies offer the most benefits to you and your heirs while striving to reduce the potential for probate fees and tax penalties.
Download Our Estate Planning Checklist
Estate planning is a critical piece of your financial plan. Our checklist can help you:
- Debunk common misconceptions
- Navigate the complex strategies and documents
- Set a foundation for your estate
