Managing My Estate
It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. We can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.
General Estate Planning
Estate planning provides you with greater control over the ways your wealth will provide for the loved ones, business associates or charitable organizations that mean the most to you. We will help you consider appropriate vehicles – wills, trusts, insurance and more – to manage tax implications and distribution methods. Estate planning ensures your wishes are carried out.
Family Conversations
As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. We can help you make sure everyone knows where to turn.
Documentation Preparation and Review
With so much to keep track of, it is important to write things down. From important legal documents – a will, healthcare directives, even a list of accounts we can help you prepare and safeguard important documents to ease the stress on loved ones during a difficult time.
Trust Services
From minimizing estate taxes to providing distribution instructions, a trust gives you a greater degree of control over your estate. We can help navigate the many types of available trusts, helping you select the vehicles that best suits your goals, needs and wishes
Charitable Giving
Through the charitable organizations whose missions you hold dear, you have the capacity to touch many lives. We can help you incorporate charitable giving into your wealth management plan, taking into account tax implications that allow your goodwill to do the most good.