Personalized estate planning

 

We take the time to understand your circumstances, wishes and intentions. With that in-depth knowledge, we can provide estate planning recommendations that are consistent with your objectives. Depending on your situation, this may include:

• Tax-efficient strategies to transfer your wealth to your chosen beneficiaries

• Determining potential trust options that may be appropriate

• Considering options for charitable giving to leave a lasting legacy

• Reviewing asset ownership structures and planning for taxes at death

• Considering potential insurance strategies and coverage needs

• Evaluating your objectives based on your current financial situation

• Different methods for transferring your assets

• Reviewing your existing estate plans to ensure they still meet your wishes and objectives

• Planning considerations to help preserve family harmony or address unique family situations