Estate Planning
Protect what you’ve spent a lifetime building. It is one of the greatest gifts you can give to your heirs.
A financial plan is not complete without a comprehensive estate plan in place. Without an estate plan, assets may be subject to the costly and lengthy probate process and may lead to years of fighting between your heirs. For high net worth families, the combined federal and state estate tax could erode over 50% of your assets upon death.
A comprehensive estate plan ensures that your intentions are carried out, assets are protected, and taxes are minimized or even eliminated. In addition, your end of life medical wishes will be documented, and all your assets will be organized and accessible for your executors when the time comes.