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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. 

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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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