Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you might think.
-Suze Orman
Estate planning
​
Estate planning is by far one of the most important steps and often the most neglected aspect of one’s step you will endeavor. Let’s face it, most of us do not like to talk about death, incapacity, taxes, the Executor Checklist or even setting up a proper Will. My goal is to help you implement as easily as possible your Tax & Estate planning strategy.
​
-
How can I remain in control of the distribution of my assets before and after my death, while ensuring that my heirs and chosen charities receive what I intended them to receive?
-
How can I preserve the value of my assets by minimizing my expenses and taxes?
-
How can I specify the management of my assets should I become incapacitated?
Our Services
We facilitate the dialogue for all! At our client's request, we are able to meet with their chosen professionals and work together for you in all the areas below.
​
-
Beneficiary designation forms
-
Wills
-
Trusts
-
Power of attorney (property and health)
-
Health care directives / Living will
-
Funeral Arrangements
-
Executor information
​
