Estate Planning

Wills, Trusts and Estate Planning

Estate planning takes into consideration your will, trust, and estate taxes. Working with our clients to consider what legacy they would like to leave allows our Wealth Enhancement Group the opportunity to provide recommendations to match your family’s goals. Customized estate planning takes into consideration charitable giving, techniques to reduce estate taxes through a variety of wealth transfer techniques, trust and family limited partnerships to ensure family business are carried on through cross generational ownership. We provide a guided process to determine how you want your assets distributed among your loved ones and charities that are important to you.

Our Wealth Enhancement Group will work with your existing trusted advisors which will include your attorney and CPA. The team’s function is to ensure your will contains the necessary provisions to care for your minor children and transfer assets in the most tax efficient way. We will keep you informed of tax changes and estate law changes which will trigger necessary revision to your will and trust documents. An estate plan consultation will provide a full review of your Medical Power of Attorney and Durable Power of Attorney.

Having an updated will, HIPPA compliant Medical Power of Attorney and Durable Power of Attorney provides peace of mind. In an emergency, updated estate planning documents allow the people you have chosen access to the information to make informed medical decisions for you and manage the assets you have spent your lifetime accumulating. Our virtual vault provided to clients will provide 24/7 access to your important documents.

Do the important people in your life know what you own and how to access your important documents? Do you have a team that you trust to take care of your family if something happens to you?