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Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and family giving to name a few. Not knowing your legal and financial rights, often ends up costing you more in the end.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We work with you and your other trusted advisers to...

  • Clearly define your estate planning goals.
  • Evaluate and recommend estate planning options.
  • Organize and review your estate planning documents including current wills, trusts, health care, and power of attorney.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.  If you don?t yet have a team of advisers we can help design your team; if you are working with an attorney or other financial planner we can join the team to be sure you are not missing any pieces to your estate planning puzzle.