Estate Planning

“How do I transfer wealth to my beneficiaries?” When your heart stops, your passing creates an estate. The law makes provision for the orderly transfer of wealth. Most people think all you need is a will. That may be the case, but it depends on the complexity of your estate and how much control you would like to exercise over any assets that may continue.

In every case, you need a Medical Power of Attorney that clearly describes the type of care you wish to receive after you are no longer able to act for yourself.

We provide the estate planning tools you need to guide your loved ones, safeguard your legacy, and map a plan that allows your wealth to have a direct and lasting impact.

Building a Safety Net

You have worked hard for your wealth: an estate plan will direct assets to their best use and help avoid excess fees, taxes, and discord amongst your heirs. Estate planning is key to success, wherever you may be in your financial journey. If you own real estate, have retirement accounts, such as an IRA or 401k, or have insurance policies, then you most likely need an estate planner.

We provide help with the 5 components of an estate plan:

Wills
Trusts
Medical Power of Attorney
Advance Directive for Medical Care
Beneficiary Designations

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