Protect What You Earned with Estate Planning

You have worked hard to accumulate assets over the years to live comfortably in retirement and to plan for the futures of those close to you. It is important you plan now for transferring this wealth without needlessly losing assets to taxes and other wealth transfer costs.

We direct our clients on how to safe-guard their legacy and transfer wealth appropriately and efficiently.

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Design an Estate Plan That Preserves Wealth

You and your beneficiaries should receive the bulk of your wealth without interference. Here are the steps we take to ensure your nest egg.

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Before you start, it is important to first take a realistic look at your current situation. Are you married? Do you have kids? Stepchildren or grandchildren? Are there any charities you would like your property to go to upon your passing? By answering these and other questions, we develop a complete view of your financial forecast and long term goals.

After you have evaluated your personal situation, you are now able to choose your beneficiaries. These are the people and/or organizations to which you leave your property upon your passing. Make sure your choices are clear so that there are no questions or issues that arise when your property is distributed.