Estate Planning



Create a master plan for the management of your property during life and the distribution of that property at death.  For most people, estate planning will give more control over assets during life, provide care when disabled,  allow for the transfer of wealth to whom and when wanted, at the lowest possible cost.

  • Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes.
  • Minimize potential taxes without interfering with your other financial goals. 
  • Asset protection planning deals with ownership issues, liability insurance, statutory protections, special needs trusts, offshore and domestic trusts, prenuptial agreements, divorce, and business dissolutions.
  • Charitable giving is motivated by both personal and tax incentives.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.