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Estate Planning

Estate planning requires thinking about a time when you will no longer be living and this is often uncomfortable for people.  By taking the time to define your legacy and intent, you gain peace of mind knowing that you have taken steps to protect and care for your loved ones. 

Services

We work alongside your estate planning attorney to ensure that your estate plan coordinates with your overall financial plan.  Most estate plans will include a Will, Durable Power of Attorney for Finance / Health Care, and a Living Wil. 

Charitable Planning

For many of our clients, supporting their community and organizations close to their heart is a priority.  We help them develop strategies to achieve their goals in the most tax efficient manner possible.  This often involves utilizing  gifting, donor advised funds and charitable trusts for highly appreciated assets, and reviewing the beneficiary listings for retirement accounts and insurance policies. 

<p>Managing an Inheritance</p>

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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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.

610-882-5670