ESTATE PLANNING

By definition, Estate Planning is the preparation of tasks that serve to manage an individual's assets in the event of their incapacitation or death.

In practice, it’s making your money do what you want it to do when you are not here or able to guide it.

Our team is skilled at understanding and helping you articulate your goals. We will work with you and your attorney to create goal based legacy plans which helps minimize taxes and other transfer costs. 

 

Your estate plan is a living document that will need to be updated as life happens. 

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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