Estate Planning Provides Stability in Times of Stress

Estate Planning that Incorporates both Investment Strategy and Tax Planning

Estate planning poses a series of complicated questions: how do you structure a will to protect assets? Do you set up a trust? What kind? What are the state laws governing it? What’s the plan for federal and state estate taxes? Should you plan for long-term care? 

And family governance opens up a whole other can of worms when you get people’s emotions involved. But establishing a plan, educating your family, and following through goes a long way toward managing estate wealth safely and amicably.

And what about risk management?

Every business should have a risk management plan. Not only could it save a business but often it reduces worry and anxiety for the owner!

When it comes to the financial side of your business (or personal finances), we can help you complete an analysis to determine the assets that should be protected and formulate a plan for addressing risks that could threaten your business.

Does your legacy include Philanthropy? 

How do you structure and set up charitable donations so that they have the biggest impact with the lowest tax burden? You can have a tremendous positive impact on your community through philanthropic endeavors if the system is set up and managed properly. Maximize the impact with proper planning!

So, whether it be estate planning, real estate investments, tax strategies, philanthropy, or family governance, let’s sit down together and design a system for meeting all of your financial goals. 

Ultimately, the best wealth management companies will save you money by helping you to make smart decisions that align with your overall plan. 

Also, by partnering with an estate and trust attorney, we ensure that your estate planning stays in legal compliance.

Estate Services Include