Estate Planning begins with a will, beneficiary designations, Powers of Attorney and life insurance. What do you want to happen to your assets when you die? Do you want to cut the tax man out of your will or at least reduce his share as much as possible?
We help you make a plan that looks after your family and provides for the orderly transition of assets, while minimizing tax and probate fees. We collaborate with your lawyer and accountant to put together a plan and look for opportunities to maximize your estate.
Communication is an important piece to an orderly estate. Communicate with your family and heirs, so that they understand your estate plan. Holding a family meeting is important to ensuring everyone is informed about the decisions. When there are no surprises the plan is more likely to stay on track.