Estate Planning
Will my family be financially taken care of when I pass away?
How much of their inheritance will they potentially lose to fees and taxes if I don’t plan properly?
Did you know that the federal estate tax alone can take upto 40% of your hard-earned assets before allowing you to pass them on to your loved ones? And sometimes there are state inheritance taxes too!
Our team will help you put in place the right estate documents, such as wills, healthcare directives, powers of attorney, and trusts. But first, we will educate you on all that is involved with estate planning, including issues such as estate and inheritance taxes, beneficiary naming, the probate process, and asset step-ups. Estate planning is typically one of the most neglected areas of wealth management, but also one of the most necessary!