Practice Areas

Estate Planning, Wills & Trust

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How we can help?

As we get towards the end or our lives, many people wish to pass on the legacy left over from a life of hard work and success. We understand that this is high on the list. We want to make sure that we minimize the burden of this type of transition.

Our team is experienced and here to help guide you to understand how your assets will be distributed under the current U.S. tax code and your existing estate plan. Working closely with your established team of financial professionals, our advisors will make sure that your families fortune will a smooth transition smoothly to your beneficiaries and philanthropic organizations.

If you don't take action...

It is possible that a former spouse could control the assets which are meant for your children. Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Make sure you act quickly if your estate plan is non existent.

Estate Planning Checklist

We’ll walk you through how to create and formalize your estate plan with our 4-step estate planning checklist.

Take Inventory

No matter how modest, everything you own is considered your estate. Taking stock of what you own is the first step in understanding how best to protect it. To start your estate plan:

  • List the value of your home and other real estate along with cars, jewelry, artwork, and other physical assets.
  • Gather recent statements from your bank, brokerage, and retirement accounts.
  • Include the location and contents of any safety deposit boxes or safes.
  • Make a list of all insurance policies, noting their cash values and death benefits.
  • List all liabilities, including mortgages, lines of credit, and other debt.
Draft Your Estate Plan

Prepare to meet with an estate planning attorney by answering these important questions about how to settle your affairs:

  • Who should inherit your assets, and in what proportions?
  • Who should care for your minor children?
  • How much is needed for your children’s care and education?
  • Who should manage your financial affairs if you become incapacitated?
  • Who should be responsible for distributing your assets?
Put Your Estate Plan Into Plan

When you’re ready, meet with an estate planning attorney to draft your will, medical and financial powers of attorney, and trust documents, if applicable. Keep the tips below in mind.

  • If you set up a trust, fund it promptly. If you don’t, the agreement won’t take effect, and your assets may not pass to your beneficiaries as you intended.
  • Review and update the beneficiaries on all of your investment accounts, if needed.
  • Make sure that all assets that you want included in the trust are retitled to reflect this ownership change, and that you keep copies of the relevant documents.
  • Once your attorney has created your plan, clients can call your advisor for answers about asset titling and beneficiary designations on your Bank, brokerage, and retirement accounts.
Update Your Estate Plan Frequently

Review and update your documents and accounts as your situation changes or as current laws change