Estate Planning

Create a plan that safeguards your loved ones and preserves your legacy.

Start Building Your Estate Plan

Have you thought about how your assets and loved ones will be cared for in the future? Everything you own is part of your estate: property, cars, businesses, income, and treasured family heirlooms. Estate planning enables you to manage your affairs during your lifetime and determine how you want your assets to be managed, preserved, and distributed after death.

Estate planning is an essential part of a comprehensive financial plan.

Without an estate plan in place, the state takes charge of distributing your assets, which can create an expensive and drawn-out process for your loved ones.

Key Aspects of Estate Planning

All of our estate plans and strategies are tailored to meet your specific needs and financial goals. We will make sure that your estate planning integrates into your complete financial picture through clear and transparent communication.

Our estate planning services include:

Defining Beneficiaries - Determine the allocation of your assets and who will receive them.
Designating Power of Attorney - A power of attorney enables someone to act on your behalf for healthcare and financial matters if you are unable to do so.
Wills and Trusts - Protect your assets and simplify the process for your beneficiaries.
Healthcare Directives - Make sure your medical wishes are respected, even if you can’t speak for yourself. This includes living wills, healthcare proxies, or DNR or DNI wishes.
Distribution of Charitable Donations - Give to the organizations and causes you are passionate about.
Tax Minimization - We’ll advise you on the best strategies to minimize the tax burden of your estate and the distribution of your assets.

Plans may also include SLAYs, GRATs, ILITs, charitable trusts, or business entity coordination for clients with more complex needs.

An effective estate plan makes sure your wishes are carried out, even if you are unable to communicate. By looking at your income, assets, and goals, we’ll help you build a comprehensive estate that provides peace of mind for you and your family.

Are You Ready to Start Estate Planning?

Estate planning may feel overwhelming, but you don’t have to navigate it alone. We take time to understand your unique goals, values, and family needs to make sure that your estate protects your assets. We’re here to make the process as straightforward and manageable as possible.

The best time to plan is before you need it. Let’s talk through your options together. Schedule a consultation and start building peace of mind for you and your loved ones.

Start Building Your Estate Plan

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Frequently Asked Questions

What is an estate plan?

Your estate includes your assets, possessions, and finances. Your estate plan includes how you wish to distribute your estate to your beneficiaries after you pass. It also includes wills, powers of attorney, and trusts. Estate planning is an ongoing process that changes as your life changes over time.

What happens if I pass without an estate plan?

If you do not have an estate plan in place at the time of your passing, the distribution of your assets, possessions, and finances falls to the state. This can create a drawn-out and expensive process for your beneficiaries.

When is the best time to create or update an estate plan?

It’s never too early to build your estate plan. Once you have your plan built, it’s important to keep it updated. If you don’t have any major life events, it’s a good practice to look at your estate plan every 3-5 years. After a major life event, you should reassess your estate plan.