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.
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.
We’ll walk you through how to create and formalize your estate plan with our 4-step estate planning checklist.
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:
Prepare to meet with an estate planning attorney by answering these important questions about how to settle your affairs:
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.
Review and update your documents and accounts as your situation changes or as current laws change