Services

Estate Planning

Built for you.

Estate Planning

We help to implement your estate plans to protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Will your legacy unfold according to your wishes, and in a tax-efficient manner?

After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.

We Can assist with

Wills
Trusts and Trust accounts
Power of attorney
Account beneficiaries
Joint accounts
Beneficiary accounts
Transfer on death designation
Gifting assets

What is an Estate Plan?

An estate plan is exactly what it says it is; a plan for your estate. Estate planning allows you to specify exactly where each of your assets goes upon your death, whether it be to family, friends, a trust, etc. It will ensure your hard earned assets do not land in the hands of the wrong person.

Why do I need an Estate Plan?

We refer our clients to a trusted group of CPAs and estate planning attorneys, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner.

Through estate planning, you will ensure your assets will be handled exactly how you want. By involving the help of a professional, you will also ensure the transfers of your assets will occur with minimum tax consequences, and that your estate has enough liquidity to meet its obligations to your beneficiaries.

Estate planning usually involves the purchase of life insurance. Life insurance pays out a death benefit to the beneficiary upon the death of the insured, hopefully leaving the beneficiary with the funds to cover the cost of maintaining the estate. This should give the beneficiary the time to sell the estate without having to lose any value of the assets, or to purchase the assets themselves. Other detailed, technical aspects may also be involved in estate planning, depending on the individual client's wants and needs.

Why Us

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Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC.
Osaic Institutions and the [insert program name] are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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