The financial estate plans we develop for our clients encompass much more than traditional estate plans developed by most estate attorneys. We can help you reduce taxes and protect your estate, to help ensure the well-being of the people you love beyond your lifetime. Our experience has shown that there are ways to structure your assets so that you can maximize wealth transfer to your heirs while reducing their taxes owed. We also help your family avoid probate.
If you have assets, you have an estate. That’s why you need to work with financial advisors to help you look at the big picture and develop a plan to help protect your loved ones and execute your wishes after you are gone. Life insurance can be an important tool in this process. And remember, it’s important to keep all of your documents as well as your beneficiaries on various accounts up to date because your beneficiaries take precedence over wills and trust documents.