Estate Planning

Estate planning is the process of making arrangements for the management and distribution of one's assets after their death. It involves creating a will, selecting beneficiaries, and deciding how assets should be transferred. A well-planned estate can help minimize taxes and ensure that one's wishes are carried out.

Your estate includes everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how small, everyone has an estate and something in common—you cannot take it with you when you die. 

How we aid in the estate planning process:

  • Will & Trust Planning & Review
  • Trust Asset Management & Funding
  • Strategies to help minimize estate taxes
  • Estate administration
  • Collaboration with CPA, estate attorney, and other involved professional
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