Estate Planning

What can I possibly do to safeguard my wealth from the tax collector? Why should I be planning my estate today? How important is having a will? How should it be structured? I already have a will – should I review and possibly update it? Can I protect myself should I become suddenly incapacitated? I’m not comfortable that all elements of my estate are properly planned – is help available? I’m thinking of retiring and devoting time to managing my estate – what help can I get? Are any of my assets subject to probate fees? Are any of my assets subject to foreign inheritance or estate taxes? Have I considered life insurance to be available at death to either increase the value of my estate or to pay the taxes due to my death?

You've followed your dreams, built a business and achieved your life long dream – success. Now is the time to think about preserving your wealth and passing it on to your loved ones. An ineffective estate plan could leave you winding up giving too much money to others, not to mention the government, leaving you with little to leave to support you loved ones and future generations. Are you sure that you are making the right moves with your estate plan?

Our firm works closely with clients and legal counsel to ensure that the goals of our clients' estate plans are met. Because we are not tied to the sale of any products, we can give an unbiased opinion as to what best fits with your plans and goals in building your estate plan. Teaming with legal counsel, we will build optimum estate plans, minimizing estate taxes and ensuring that your goals are accomplished.