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Estate planning

Client Centered

Estate planning and wealth transfer involve your family and future generations. It can also include any special interests or charities you may believe in. We want you to feel secure that your money will go to the right people and places after you’ve passed, and we connect those dots while working with you to ensure that you feel comfortable.

We will assist you in:

  • Minimizing the tax bite. We can't completely eliminate taxes, but we can work to ensure that your assets are affected as little as possible and that the maximum is moving to its intended destination. We will take care of interpreting, organizing, and coordinating your paperwork as well.
  • The various facets of estate planning. There are several aspects of estate planning that need to be kept in order. We will help you coordinate your powers of attorney, any wills you may have, your trusts, your beneficiary designations, and other factors that you would like to include when you are creating your estate plan.
  • Analyzing your insurance. We will determine what type of insurance you need so that you and your family will be taken care of. This will also conveniently maximize the wealth transfer process. Insurance, as it relates to estate planning, can either protect or enhance an estate asset transfer, and we want to ensure that you have that protection.

We understand the sensitivity and introspection that goes into the estate planning process, and we want to help make that process as seamless for you as possible so that you can spend time doing what is most important to you rather than worrying about your future. Contact us today to set up an appointment and speak with us about the ideas you have for your estate.

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