Regardless of how wealthy you may be, planning out your estate is a vital part of your overall financial health. A well-planned out estate can offer you greater control and privacy over what you own, as well as provide a greater opportunity to leave more of your legacy to your loved ones. As we create this estate plan, we will teach you everything you need to know you about:
Estate planning basics
Estate planning strategies
Estate plan maintenance
Please note: the financial planning we describe here does not replace the need to consult with appropriate legal counsel (and possibly a tax advisor) but it will focus your time with them and allow you to be better prepared for the decisions you must make when designing your legacy plan.
Your attorney’s role will be to guide you through the creation of fundamental estate planning documents. These may include a will, a family trust, a health care proxy, and durable power of attorney. The tax advisor can help you with any associated tax issues. We will be there to provide wisdom, and answer any questions you may have.