Estate Planning

Our Estate Planning Process

Estate planning—the preservation and transfer of your wealth—is an integral part of wealth management. Beyond transferring assets as you wish, estate planning is an appreciated gift of clarity for your beneficiaries. And, as a task often postponed addressing it can be fulfilling.

With our thorough understanding of your finances, tax law, and a practicing estate planning attorney as a team member, we’ll begin by reviewing your current situation, your intentions, and discuss strategies. Our discussion may include:

• Wills versus trusts
• Role of powers of attorney and health care directives
• Strategies for gifting and transferring wealth while minimizing taxes
• Effective beneficiary designations
• Transfer of real estate, tangible personal property, investments
• Trust services and funding trusts
• Partnering with your estate planning attorney and accountant