Ensuring Your Legacy
You’ve worked hard to build something worth leaving to your loved ones. Ensure you preserve what you have built with the right strategies. Whether your beneficiaries are family or a charity close to your heart, our advisors work with you to understand the intricacies of estate planning. We work collaboratively with estate planning attorneys to maximize the amount given to your loved ones, reduce taxes, and help control how the money is given.
We assist with estate preservation by reviewing the following documents:
- Review of Estate Plan
- Wills and Trusts
- Living Will and Health Care Proxy
- Power of Attorney
- Charitable Giving
Insights on Ensuring Your Legacy
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. ...
Read MoreBiden’s Tax Proposal Requires a Closer Look at Your Estate Plan
The American Families Plan proposal released on September 13th, 2021 would reduce the estate and gift tax exemption from $11.7 Million ($23.4 Million for married couples) down to $5 Million ($10 Million for married couples) ...
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