Estate Planning

Clients who work with us on an ongoing basis will have their wills, powers of attorney, insurance and beneficiary designations reviewed on a regular basis. Estate planning tends to be an interrelated part of an overall financial plan.

But some people will approach us simply to assist with estate planning on a one-off basis. The process should go beyond simply writing a will. There are strategies and techniques that can be employed during your lifetime including gifts, trusts, beneficiary designations, joint accounts, and others.

Some families need assistance determining the tax implications on death or how to equalize their estate when different assets are being divvied up amongst different beneficiaries, or amongst children from a blended family.

We can do some of the preparatory work so that you have a plan before you work with an estate lawyer, if applicable, to implement it.