Estate Planning Is Not Just for the Wealthy… It’s for Everyone
Planning for your family’s financial future is essential for everyone, not just the top one percent, especially if you have a spouse or children. Unfortunately, many people procrastinate and delay estate planning until it’s too late. Common reasons for this include beliefs that it’s too expensive, discomfort in discussing death, or the mistaken notion that being young and healthy means there’s plenty of time to worry about the future.
However, without an estate plan, state laws will dictate how your assets and property are distributed, not you or your family.
We Are Here to Help You
If you’re ready to start planning for your loved ones’ financial future, you likely have many questions. The good news is that we have the answers. We’ve built relationships with investment advisors, attorneys, and other financial professionals, allowing us to create a long-term estate plan tailored to the individual needs of each client. We also keep up-to-date on tax law changes that can impact estate planning.
Our Services Include
- Allocating assets to spouses, children, trusts, and charities
- Periodic reviews of your estate planning needs as your family situation and finances evolve
- Gift tax strategies
- Business succession planning
- Trust administration
- Tax planning and preparation, including estate, gift, and fiduciary tax returns
Don’t Your Loved Ones Deserve Peace of Mind?
If you haven’t developed an estate plan yet, it’s not too late. Call our office today to schedule a consultation. You and your loved ones have nothing to lose—but everything to gain.
