Many people are unaware of all that estate planning encompasses, or they avoid dealing with the uncomfortable emotional aspect, and put it off until it’s too late. However, without a plan, the chances of conflict among family members concerning the estate increases. The assets that our clients have worked so hard to attain, for the security of their families, could be at risk. It could also cost their survivors additional distress, estate taxes and administrative expenses.

A well-prepared estate plan will provide you and your family with peace of mind. We can help make the estate planning process easier by working with you and your family, and by collaborating with legal and tax counsel to:

  • Understand the current estate overview and identify assets in your estate.
  • Develop a strategy, structure and implement an effective method of disposition of your estate that will meet your objectives, core values and principles.
  • Minimize the impact of income, estate and gift taxes.
  • Ensure that the estate will have sufficient liquidity to pay taxes.
  • Minimize the emotional and financial burden of the client's beneficiary.
  • Reevaluate and update the plan as changes in tax laws and life events occur.
  • Postmortem estate administration.

You’ve worked hard to create a legacy for your family. We’ll will work with you to translate your wishes into reality and make sure your estate plan works just as hard to protect it.