Estate Planning

Estate planning can be a difficult subject to discuss, but it is an essential piece of the financial planning process. Estate planning can maximize the value of your estate through potential savings on taxes and estate settlement costs, help protect your privacy, clearly specify your legacy goals and confirm that your final financial and life wishes will be carried out.

Items commonly addressed in an estate plan include:

  • Status of Your Will
  • Evaluating the Need for Establishing a Trust
  • Evaluating the Need for Additional Legal Documents such as: Medical Power of Attorney, Financial Power of Attorney, HIPAA Authorization
  • Beneficiary Review
  • Dependent Needs

Our team can provide the advice necessary to help ensure that your estate is handled as efficiently as possible and as you wish.