ESTATE PLANNING
We can help you protect and direct your assets according to your wishes.
Estate Planning Services
We help clients with estate planning to ensure their assets are titled properly, protected from estate taxes, and left in control of their intended heirs.
Too often, even the simplest estate plans (wills + powers of attorney) are never completed. In coordination with licensed attorneys, we help facilitate the estate planning process to ensure that our clients’ wishes will be carried out in the event they become deceased or incapacitated.
Some of the estate planning issues we assist clients with include:
- Multi-Generational Planning
- Estate Tax Reduction Strategies
- Account Ownership and Beneficiary Evaluation
- Transfer of Death Documents
- Coordinating with Attorneys for Wills, Trusts, Powers of Attorney
We know the estate planning process can be confusing and intimidating, but we firmly believe in the importance of getting these key documents in place. That is why we offer to accompany our clients at each estate planning meeting as they discuss their wishes with their attorney. We will help you ask the right questions to get your estate plan done properly.
Once your estate plan is complete, we’ll help you monitor your plan and will periodically discuss the potential need to update beneficiaries, trustees, agents, etc.
If you don’t have an estate plan or feel like yours might be outdated, click the button below to schedule a 15-minute call with us.
Step #1: Schedule 15-Minute Phone Call
Additional Estate Planning Resources
Should Aging Parents & Adult Children Co-Own Assets?
Taking care of aging parents can be unfamiliar territory for anyone who is put to the task. However, it is something that many in their 50s and 60s are dealing with today. And, part of navigating that unfamiliar territory is trying to find a way to more easily “Mom or Dad’s” financial accounts.
5 Financial Impacts of the Democrat Blue Wave
Democrats swept the 2020 elections, which means investors are evaluating how that could impact their portfolios, taxes, and overall economic recovery. Forecasts are mixed, but investors are encouraged to keep a long-term focus. The elections dominated headlines for several months leading up to….
College Savings: Is a 529 Plan Right for Your Child?
A 529 College Savings Plan could be a great way to contribute to your child’s financial future, but is it the best? Tax-advantaged accounts, like 529s, also come with restrictions and less flexibility to offset their tax benefits. But, a 529 College Savings Plan isn’t your only option in saving for your….
5 Things the SECURE Act Has Changed for Individuals
In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered offering retirement plans. The SECURE Act was the latest major financial….
The Worst Mother’s Day Gift
Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. The job of a mother is a 24/7, 365, round-the-clock responsibility, and yet they still manage to show love and compassion along the way. In return, we celebrate all….
What Positive Financial Moves Can I Make in 2019?
A new year brings a fresh start and a sense of new opportunities. It’s a great time to set goals and make improvements in all areas of life. Financial goals are, of course, wonderful goals to focus on in any year. But, it can be difficult to know where to start when setting financial goals.
Why Robots Are Bad Financial Advisors
In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading platforms, retirement calculators, and auto-rebalancers, why wouldn’t….
4 Things to NOT do After Receiving an Inheritance
Receiving an inheritance is likely unfamiliar territory for most individuals. In some cases, the amount of your inheritance can even be a big surprise. In any case, if you have recently received an inheritance, it’s probably an emotional time. Dealing with paperwork regarding financial…
Who is Overseeing Your Team of Professionals?
Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…
Don’t Make Your Beneficiaries Search for Your Assets
You’ve likely heard or read about the importance of having an emergency savings account in case unexpected needs were to arise. Typically, that emergency fund is housed at a local bank or credit union. But whatever…
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.