If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
What We Can Do for You
We will work alongside your Estate Planning attorney to make sure you are addressing the important components of the estate plan as it relates to your financial plan.
- Provide an asset summary / personal balance sheet to YOUR attorney
- Discuss estate tax considerations based on your balance sheet today and how it will evolve in the future
- Review the various components of an estate plan that you should consider.
- Wills, Testamentary Trusts, Revocable Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts, etc