Estate Planning

In our experience, this is the single most common area that needs some amount of work for new clients to our firm. Often, clients are under the impression they have all their estate planning covered, when in fact there is at least “some” work to be done. We have found that many clients rely too heavily on estate documents that are out-dated, or sometimes they have consciously chosen to delay having the conversation entirely, because it makes them uncomfortable.

We work hard to make the conversation as pleasant and informative as possible. Because, increasingly, clients are realizing the need to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have passed.

If you wish to leave behind a lasting legacy, whether it’s for family and loved ones or a charitable institution, then you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes.

And if you wish to ensure that you are in control of what happens to your estate, and if you want to guarantee that your estate is handled in accordance with your directives, then having an Estate Plan is paramount.

Like tax planning, we do not personally draft the estate planning documents. Instead, we work closely with trusted, qualified estate planning attorneys to craft the right documents for your situation, in accordance with the overall plan.

Here are just a few of the areas we explore in estate planning:

  • Helping you understand the important of a will or trust
  • Creating Powers of Attorney
  • Choosing Executors or Trustees
  • Designating Beneficiaries
  • Considerations for dependents’ needs
  • Protecting Your Estate
  • Health and Welfare Considerations
  • Final Distributions of Your Assets and Legacy