A well-crafted estate plan is made up of two distinct yet interrelated parts: a plan for the passage of your assets and the documents that will put your plan into effect, both while you are alive and at your passing. Our professionals will work with you and your legal counsel to develop a comprehensive estate plan that considers all aspects of your financial situation.
When considering estate planning, there are many solutions:
- Annual and lifetime gifting programs
- Revocable (living) and irrevocable (permanent) trusts
- Charitable planning and trusts
Each individual situation is unique, involving your family, business and legacy. Our discovery process will help you arrive at specific goals to be achieved through the identification of proven estate-planning strategies implemented with well-crafted documents.