ESTATE & GIFT PLANNING FOR YOUR LEGACY

Making an impact for good during your lifetime and beyond

RETIREMENT PLANNING          TAX STRATEGIES          INVESTMENT ANALYSIS          ESTATE PLANNING          INSURANCE CONSULTING          401(K) FIDUCIARY CONSULTING          BUSINESS AND EXIT PLANNING

OVERVIEW

Most clients want their wealth to impact the future family generations or society in general. We work to understand and define those goals. Using that understanding and knowledge of the available tools and difficulties that inter-generational wealth transfers can present, we help our client’s formulate and execute a plan to achieve their goals effectively and efficiently

WILLS & TRUSTS

Translate your desires into instructions for the future! 

A well drafted will thoughtfully and orderly distributes assets to the new owners. A trust can be established by will or independently in conjunction with will provisions. Your will and trusts work together to achieve the long-term movement and management of your assets. Conversations with clients usually center on their hopes, dreams and fears for the next generation. Control and management typically create the greatest concerns for clients designing an estate plan, including protecting assets from creditors, predators, in-laws and outlaws. We help you properly address your hopes, dreams and fears.

ESTATE TAX

Optional … if you plan for it! 

With a high federal estate tax exemption, most estates have no estate tax concerns. However, those estates exceeding $5 million face important decisions on controlling the size of the taxable estate and its ultimate treatment. Numerous strategies using trusts, family limited partnerships, charitable planning and annual gifting can eliminate the estate tax completely. Complexity and the willingness to give up ownership heavily weigh on the estate plan design. Our decades of experience with estate planning and tax reporting can guide and implement your decisions.

TITLING & BENEFICIARY DESIGNATIONS

Sometimes the difficulty is in the details! 

Incorrect beneficiary designations and titling can completely undo the most thought out and complex estate plan. A trust governs its own assets. The will only governs probate assets. Retirement accounts and life insurance can bypass these instruments without proper beneficiary designations. Incorrect titling can inadvertently cause gifts or unintended disinheritances, as we have seen in our practice. We review all beneficiary designations and titling to make sure it corresponds and coordinates correctly with the overall estate plan.

HAVE A QUESTION?

Fill out the form and our expert will be there for your help as soon as possible.

  • This field is for validation purposes and should be left unchanged.

PROFESSIONAL AFFILIATIONS