Estate Planning

Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing.

It requires much more than just preparing a will — especially if you have beneficiaries — and it may involve numerous administration requirements. However, if managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

The primary purpose of an estate plan is to help you examine your financial needs and assets in order to make sure that your heirs are provided for in the best possible way, including lifetime planning as well as disposition of property at death.

More sophisticated estate plans may cover deferring or decreasing estate taxes or business succession. Most estate plans are set up with the help of an attorney experienced in estate law.

Important things to consider

Planning your estate may encompass the following considerations:

  • drafting a will that works
  • deciding the responsibilities of your executor
  • choosing your Power of Attorney
  • planning your successors
  • deciding on an appropriate trust
  • reducing tax liabilities.

We can help you make the most of what you have!