Estate Planning

Estate Planning, in its simplest form, means planning for the disposition or distribution of your assets upon your death.
A good estate plan has three goals:

  1. To make sure your wealth reaches the individuals or organizations you select in the manner that you choose.
  2. To minimize the effect of federal or state taxes on your estate.
  3. To allow you to select who will handle various functions on your behalf.

Our professional advisors are well trained and educated in the areas of estate planning. We can help you design an estate plan that addresses all of your goals within the context of your own personal financial planning needs. We also work with other professionals, such as estate planning attorneys and CPAs, to make certain all of the legal documents necessary to complete your estate plan are in order.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (281) 359-3133