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Estate and Legacy Planning

Client Centered

For most people, the best things in life aren’t just things. Such a cliche statement, but it holds so much meaning and intent. Most people know how important it is to have a current will in place. However, estate planning doesn’t begin and end with a will.

Everyone must discuss and potentially create wills, testamentary trusts, power of attorney appointments, health care directives, and guardianship of minor children.

But, after those are accounted for, we dive in much deeper and discuss all sides of estate planning, which includes legacy planning both while living and after you are gone, succession planning if you own a business, all charitable strategies if so inclined, annual gift tax exclusions, and protection strategies to help ensure you maximize what you have worked hard for and plan to transfer to the next generation.

Legacy Planning is a more holistic approach to estate planning. It creates a definitive plan for managing your total wealth while you’re alive, after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts, and personal property. Your legacy also includes important decisions that help ensure your family’s core values, responsible behaviors, and community involvement are passed on to future generations. Remember, your legacy also has personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

Client Centered

After completing your plan, we are hoping that you will feel comfortable knowing everything is set up according to the wishes for you and your loved ones.

Our goal, along with your attorney, is to help ensure your estate planning delivers your assets to the right people, at the right time, in the right way, protecting the beneficiaries from legal or personal misfortune. We also want to help you secure a valuable legacy for your loved ones – not the IRS.

Life has no guarantees, so if you have not gone through this process or need a second set of eyes because your situation has changed over the years, please schedule some time with us, as we will be thrilled to help.

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