Estate Planning

Do you know what will happen to all the wealth you have built over the years if you die prematurely? If you have a young family and your children inherit hundreds of thousands of dollars including your life insurance, will they handle it responsibly?

Are your beneficiary designations on your life insurance, your IRA's, or your pensions up to date?

Do you have a plan to pay estate taxes to the federal government? Does your estate have the liquidity to pay estate taxes?

Most people don't know how to begin to design a transition plan. We can help you put together a cohesive plan designed to accomplish your goals. We can work with other advisers, including the estate planning attorney, to help make sure the documentation will get the job done. Estate planning can be complicated and intimidating. We can help you prepare a well-coordinated plan.