personalized
estate planning
personalized
estate planning
There is more to estate planning than just avoiding or reducing estate taxes. The ultimate result of estate planning is preservation and distribution of your life’s savings consistent with your wishes and desires. Qualified estate planners will let you stay in control, even at the end of your life. We have developed a personalized approach to holistically analyze your family situation and your wishes. We take time with you to discuss your estate planning goals and help you to best achieve them. One of our specialties is in helping clients with high net worth estate planning.
There is more to estate planning than just avoiding or reducing estate taxes. The ultimate result of estate planning is preservation and distribution of your life’s savings consistent with your wishes and desires. Qualified estate planners will let you stay in control, even at the end of your life. We have developed a personalized approach to holistically analyze your family situation and your wishes. We take time with you to discuss your estate planning goals and help you to best achieve them. One of our specialties is in helping clients with high net worth estate planning.
Please consider the following most common reasons to review or modify an existing estate plan: Death of spouse, Marriage, remarriage, divorce, Changing your state of residence, Birth or adoption of a child, Serious illness of a family member, Beneficiary develops, substance abuse symptoms or becomes financially irresponsible, Substantial change in total assets value, Changes in law.
Please consider the following most common reasons to review or modify an existing estate plan: Death of spouse, Marriage, remarriage, divorce, Changing your state of residence, Birth or adoption of a child, Serious illness of a family member, Beneficiary develops, substance abuse symptoms or becomes financially irresponsible, Substantial change in total assets value, Changes in law.