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Estate Planning

Estate planning is an important step that will help formalize how you wish to settle your affairs. Without a plan in place to protect, preserve, and transfer assets, decisions about us and our property are made based on law – not according to our wishes. Additionally, our estate values could rapidly diminish due to estate settlement costs and taxes. Everyone should have a plan in place, no matter what income or wealth level.

Foundation of a solid estate plan:

  • Last Will and Testament
  • Living Will and Health Care Proxy
  • Durable Power of Attorney
  • Unlimited Marital Deduction
  • Credit Shelter Trust
  • A beneficiary audit 

    While a Will can designate who receives assets, there are a number of strategies to transfer assets tax-efficiently, removing them from your estate while preserving their value for future generations.

    • Gifts
    • Irrevocable Life Insurance Trust
    • Charitable Remainder Trust
    • Dynasty Trust
    • Note Sale to an Intentionally Defective Grantor Trust

      Creating and implementing an estate strategy may seem like a long, time-consuming task, so it’s best to work with the right professionals to help strategize a plan that aligns your goals with your situation.

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      A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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