Estate Planning

A well thought out and executed estate plan is like a financial “butler” – it takes what you have and delivers it to whom you choose in the manner and timing you desire with minimum income and estate tax consequences. Intergenerational wealth transfer meetings can help to ensure that your wishes are carried out and that the beneficiaries understand your intent and work together harmoniously in settling the estate.

Consideration must be given to certain estate preservation strategies designed to protect the estate from depletion, including: risks related to long term care, legal situations such as lawsuits or divorce, final expenses, debts, medical expenses, spend thrift provisions, or special needs trusts. We work to help people overcome procrastination on this all important area of service by working closely with the estate planning attorney or other professionals as required.