Wills, Trusts and Estate Planning

Estate planning begins with coordinating properly executed legal documents such as wills, trusts, beneficiary designations and asset titling. Usually the goal is simply to minimize the impact on your family’s inheritance, income and estate taxes. This may be true, but unlike many planners, we do not begin with the assumption that you simply want to focus only on tax reduction.

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 Team consisting of Attorneys, CPA’s and CFP®’s are capable of handling the most complex estates.

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 you and others you have chosen access to the information to make informed medical decisions for you and manage the assets you have spent your lifetime accumulating. The virtual vault provided to our clients will provide seamless access to your important documents in a time of need.

Do you have a team that you trust to take care of your family if something happens to you?