Estate Planning

estate planningAn estate plan should help assure the future accumulation, preservation, and eventual distribution of the fruits of your lifetime of effort. It should also achieve the following goals.

  • Reduce/avoid estate tax
  • Keep together what you put together
  • Keep it in the family
  • Keep the family together
  • Be organized
  • When appropriate, use tax-free life insurance dollars to discount tax
  • Be protected from divorce, bankruptcy, lawsuits
  • Use only the right trust

A key component of our cross-disciplinary approach to financial planning includes a review of your current documents and a consideration of the landscape of available estate planning techniques. We work closely with your attorney and accountant until the estate plan is fully implemented, providing you with the confidence that a well-executed strategy is in place.

Insurance Planning