Throughout your life, you’ve worked hard to accumulate assets, build wealth and provide for your family. You built a comfortable life full of shared memories and experiences; this is your legacy and your estate.
Providing for and protecting your loved ones is never more critical than when you aren’t there to do so. That is why developing an estate plan can be one of the best things you ever do for them.
These are just a sampling of the many questions to consider when planning for the transfer of your wealth, assets, and estate after you’re gone.
One of the most important aspects of estate planning is keeping your plan up-to-date. It is important to regularly review and adjust your plan to provide for any changes in state and federal estate tax rates, wealth transfer opportunities, and your financial and family status, including marriage, divorce, births, deaths, illnesses, retirement, relocations, and more.
With complex and ever-changing tax laws, you need the trusted partnership found in working with us. Working with your estate planning experts, we can help you to establish a personalized, customized plan designed to protect and preserve your assets for the people, causes, and/or charities in your life who matter most.
Estate planning involves creating a will or trust, maintaining proper insurance, setting up gift-giving guidelines, reducing eventual tax implications, and more. The sooner you design and implement your estate plan, the sooner you can be at ease knowing that your loved ones will be provided for as you intend.
We, along with our experienced financial planning professionals, can tailor a plan to your specific needs that considers these factors and options which may impact the transfer of your wealth: