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Click here to learn about our management approach to financial affairs.
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Estate planning is arranging for the ultimate distribution of assets in the shortest amount of time and at the least possible cost. In designing estate plans for our clients, we address asset distribution, estate administration, the appropriate utilization of trusts, the need for estate liquidity or income replacement and, finally, the design of effective estate tax reducing strategies.
We also address the appropriate beneficiary treatment of IRA accounts and retirement plan benefits as well as ensuring that life insurance proceeds will avoid estate taxation.
Once the overall objectives of Estate Planning have been defined, we assist the client in selecting a fully qualified attorney to prepare the documents necessary to carry out the intent of the Estate Plan.
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