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Estate Planning

Decisions become harder as your financial situation grows more complex. Consideration must be given to what is best for your family in terms of who receives what, in what form, and what will be the result once your estate is distributed. How would you answer the following questions:

  • Do you have a will? Has it been updated in the last five years?
  • Do your current documents specify the amount you will want your children to receive? Can they handle the form and amount of assets they will be receiving? Should your assets be distributed equally to your children?
  • Are you taking advantage of currently available estate planning techniques to minimize your potential estate tax?
  • Do your executor, trustee, and children's guardian have the same value system as you and your spouse?
  • Have you held a family conference to discuss estate planning issues with your children?
  • Are you giving as much as you would like to give to charitable organizations? Could estate planning techniques allow you to give more?
  • Have you developed a business succession plan?

All of these are important questions. Our estate planning professionals want to help you answer these questions and develop an estate plan that will give you peace of mind.

We will not only walk through this process with you, but we will also work with your attorney, insurance agent, and other advisors to coordinate and implement each aspect of your plan, and then provide ongoing monitoring to ensure it reflects your current desires.

Finally, we will make sure that the estate planning decisions you have made are clearly understandable to you.