Estate & Tax Planning

You might not think you’re someone who needs an estate plan, but an estate simply means “everything you own.” That includes your personal property, such as real estate and other assets, as well as all of your cash, investments and life insurance. When you think about it that way, you see why financial planning for your estate is essential.

Unfortunately, many people don’t create a plan for what will happen to their estate after they pass away. In that situation, the state steps in and makes those decisions for you — in court. Going through the probate process is costly and time-consuming for your loved ones, and the results probably won’t be what you would choose. The best time to start planning is now, and we’re ready to help.

A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end of life planning, guardianship of underage children, the stewardship of your assets, your philanthropic desires, and more. As each plays a significant role in the estate planning process, we evaluate all of these components carefully and comprehensively.