• Text Size: A A A

Planning Your Estate

Check the background of this financial professional on FINRA's BrokerCheck

You know the old saying “you can’t take it with you.” However, you’ve worked hard to create your wealth and you can determine where your assets go and have a streamlined plan in place to ensure it happens. Your needs for sound legal documents for the matters of your estate are essential to ensure your assets are distributed to your intended beneficiaries in a tax efficient manner.

Working in conjunction with your legal and tax advisers, we can provide you with guidance and help you develop a plan to ensure you leave the legacy you desire, while mitigating the effect of changing estate tax laws.

A few basics to consider taking care of:

  • A properly constructed will that is appropriate for your type of assets and net worth.
  • Beneficiary statements coordinated with your will to ensure that the will can fulfill its designed purpose.
  • Custodial designation for the care of children under 18 and their assets as well as a strategy for a timeline of gaining access to their wealth.
  • Living documents to enhance your quality of life, including but not limited to:
    • Durable power of attorney
    • Medical power of attorney
    • Directive to physicians

With proper planning, we can help determine which of these strategies best fits your needs.

Check the background of this financial professional on FINRA's BrokerCheck

Contact Info

Appointment Signup