Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing items to their heirs or charitable institutions. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. 

The COVID-19 pandemic has created much uncertainty and not only taught us to expect the unexpected but has also identified the need for effective estate planning.

If you want to ensure that you are in control of what happens to your estate then having a well-defined and documented estate plan is paramount.

Our review process will help identify how you wish to distribute your assets. We will work with your attorney in the development of a tax efficient strategy to insure that your legacy is established in accordance with your wishes.

Estate laws change periodically as do individual’s financial situations. A good estate planning team can provide the necessary guidance to ensure that your estate plan is current and operable.

For more information on planning your estate, contact us today.