Estate Planning

During our time with you to gather information and make recommendations that are specific to your personal situation, we ask and address questions such as:

  • What size of estate do you want to leave?
  • How do you get it to your beneficiaries as quickly and as easily as possible?
  • Will there be enough in the estate to pay the taxes?
  • Can you reduce the taxes that you pay on your death?
  • Can you reduce the taxes for your heirs?

Everyone should have a will to ensure that their wishes are carried out upon their death. If you do not have a will, your estate could be settled in a manner that you would not approve.

Next Steps

Quite often, this service is undertaken at the time you are preparing or updating your will(s) with a legal advisor. We often work with your legal advisor to evaluate effective financial solutions to meet your goals.

While the process is similar to other financial planning processes, it is often customized to include the requisite advice from your lawyer. Gathering the information and making recommendations can generally be completed in 2 – 3 hours.