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Estate Planning

What is Estate Planning?

Estate planning is the orderly transition of your legacy to loved ones. That sounds good, but what is a legacy? It is often financial, but it doesn’t have to be. For example, you may own property of some value and accumulated wealth along the way. You’ve worked long and would like for your family, particularly children, to benefit and get a head start in life. You can give them money or other property while you are alive and/or leave them an inheritance when you pass away. This is a financial legacy.

How Does Estate Planning Impact You and Your Family?

If you have minor children, you will want to assure that they are well cared for if you pass away, not only financially but in adherence to your parenting philosophy. You want to pass on your values and beliefs to your children, which they will cherish and pass on to generations to come. This is also your legacy.

You can decide how much your heirs should receive, as well as the mechanics behind transferring that legacy including the timing and the method. An estate plan protects your family today and for the future, your assets, and empowers you to distribute your wealth in the manner you deem appropriate while maximizing the distributions of that wealth to your intended heirs. 

We believe you should control your legacy not the government. 

Estate Planning Strategies

Estate Planning Strategies

  • Your Last Will and Testament
  • Living Will or Health Care Proxy
  • Durable Power of Attorney
  • Unlimited Marital Deduction
  • Credit Shelter Trust
  • Gifting