estate planning
Estate planning refers to the specific planning for the orderly disposition of your wealth upon your death to ensure that you provide for those you love and that your assets pass as you intend. Estate planning is an integral part of business succession planning, and understanding our clients’ estate planning and business succession goals is a top priority of our practice.
We assist you with your estate plan by:
- analyzing your current circumstances;
- reviewing your current wills and trusts as well as your life insurance policies;
- considering estate planning techniques to avoid probate, reduce or eliminate estate taxes, and preserve wealth for future generations;
- running financial projections to illustrate the impact of your current estate plan as well as tax savings from considering recommended changes in your estate plan;
- taking into consideration a business succession plan, as well as an estate plan;
- preparing estate planning documents, such as wills, revocable trusts, powers of attorney, health care directives, and irrevocable life insurance trusts.
For more information about estate planning, click these links:
Current timeline of estate, gift and generation skipping transfer tax rates
Sample estate plan
An estate planning questionnaire
