With today’s ever changing estate planning landscape and estate taxation, we take the time to educate you about opportunities to transfer wealth in the most efficient manner possible. Life insurance and estate planning can be an avenue for your family to ensure your heirs are not robbed of money due to taxation.
We have a team of estate specialists on your side to help you develop a comprehensive estate conservation plan.
Often more than a simple will, true estate conservation covers capital gains tax liabilities. Understanding the complexities involved, we work closely with you to help ensure you have the right tools in place to protect what’s yours — and your heirs’.
From comprehensive, knowledge-based document review to helping you decide which directives you need, we’re here for you. We can help ensure your legacy by creating the appropriate wills, trusts, power of attorney and healthcare proxies for your situation.
We’ll help you put strategies in place to help avoid probate and ensure your estate passes to your heirs promptly and properly. From joint ownership of assets to designated life insurance beneficiaries, we’ll explore every option.
You’ll work closely with our advisors to decide if charitable gifting is right for you as an outright gift or a method to pass on your estate while avoiding estate and probate taxes.
What’s more, we’ll examine and help you understand the tax implications of any strategy before you decide, and help you put in place a range of estate tax reduction techniques.