ESTATE  PLANNING

A GOAL WITHOUT A PLAN IS JUST A WISH

Estate planning is the process of planning an orderly, harmonious, and tax efficient transfer of wealth to future generations. We will work with your legal advisers to develop a strategy designed to provide for the fair and equitable distribution of your wealth to your family and charitable interests based on your desires, a simplified estate administration process, and a lower overall level of taxation thereby creating the potential for a greater amount of your current estate to be available to use and distribute as you desire during your lifetime.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.