Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.

For most people, estate planning will:

  • Give you more control over your assets during your life
  • Provide care if you are disabled
  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

Common estate planning issues addressed in the wealth management process include:

  • Transfer of wealth
  • Minimization of transfer taxes
  • Asset and creditor protection
  • Charitable giving

Our process does not end with estate planning but coordinates your estate plan with your overall plans for your business, investments, insurance and employee benefits.