Estate Planning
We think it’s best to talk today about how you’d like your assets to flow after you pass. If you plan now for this eventuality, that means that you’ll be the one making all the important decisions, rather than your grieving family or, possibly the courts.
Estate Planning is so much more than just drawing up a will. We will create a customized estate plan to include asset protection strategies to help provide a sense of security while maximizing your estate for your heirs. Estate taxes may significantly impact the wealth you have accumulated unless you employ appropriate planning. And estate tax laws are constantly changing, so we will work with your attorney and adjust your estate plan as necessary.

Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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