Tools for Your Estate and Tax Planning Needs

Effective estate planning involves much more than having a last will and testament. It can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate. It can also designate someone to manage your financial affairs should you be unable to do so.

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

Maximize Wealth and Reduce Taxes

Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families.

No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.

Legacy and Wealth Preservation

You have worked a lifetime to build your family’s legacy and wealth. Protecting and preserving that is the most important goal we can help you achieve. We want to help you make certain that your family’s future is better protected, by helping you leave a greater legacy. It is our goal to help you pass on your estate to the rightful parties you designate, through a sound plan that helps protect you and your family while potentially minimizing taxes. Our clients can enjoy wealth preservation and legacy enhancement through our sound and objective advice.

Health Insurance

Part of helping to protect your financial future involves making sure you have adequate health insurance. Our insurance agents are specially trained in health and Medicare supplement insurance. Our firm is contracted with several insurance companies and is uniquely positioned to help find you the best rate and coverage. You will rest assured that you have the right coverage and a great rate.