Estate Planning
A CRUCIAL PILLAR OF YOUR FINANCIAL HOUSE
You build your entire financial life around accumulating assets and protecting them. Proper estate planning protects your assets. Our team of experts can help you critically evaluate your estate planning and offer recommendations to maximize and protect your wealth.
After your consultation, we can draw up a plan for your estate. More than just creating a will, our team takes tax and inheritance laws into account. We develop solutions to protect and pass on your hard-earned assets.
COMPLIMENTARY CONSULTATION
We offer a complimentary consultation to assess your financial situation and goals. If you decide to work with us, we draw up a blueprint for your estate planning. You can then opt to work with us to make that blueprint your reality.
Our experience and connections make us the right choice for your estate planning. To contact us for a complimentary consultation, please click here. We look forward to working with you.
3 MAIN COMPONENTS OF ESTATE PLANNING
- WILL – The cornerstone of estate planning, a solid will ensures your assets are divided following your wishes and reducing family members’ conflicts. We connect you with the right attorneys to ensure your will is legal, up to date, and strategically aligned with your needs.
- POWER OF ATTORNEY – A power of attorney (POA) grants a person decision-making over your financial affairs if you cannot manage them. The importance of putting a POA in place before any unseen events occur cannot be overstated. We help you put a plan in place now to prevent legal issues and conflicts later.
- LIVING HEALTH DIRECTIVES – In addition to your will and power of attorney, you should also set up a living health directive. This lays out a plan for your medical care and treatment if you cannot communicate your wishes. Living health directives lay out a plan for medical treatment aligned with your healthcare beliefs and objectives. These plans let your loved ones know how to care for you in the case of a coma, dementia, life support, and more.
TAX STRATEGIES FOR ESTATE PLANNING
Our team can help you with tax strategies in the ever-changing world of estate and inheritance law. Regulations can make estate taxes complicated. Our knowledge and resources help you plan for the smooth transition of your estate.
Our financial architects can put together a tax blueprint that fits your estate’s size and situation. Work with us to prevent any unpleasant tax surprises down the line. Contact us for a complimentary consultation.
PEACE OF MIND
By working with us on your estate planning, you gain peace of mind. Knowing your affairs are in order and your estate is protected is priceless. By implementing our financial estate plans, you can rest easy with your estate financially and legally protected for your family’s future.
