Long term planning with regards to your estate assets will help to ensure that the legacy you have worked hard for lasts far beyond the present. Knowledgeable guidance and management is a key factor to any successful approach to asset administration. Our team has the experience and resources to work with your attorney and accountant to personalize a plan the at protects your assets, ensuring that they are there for future generations and/or your favorite charities.

Estate plans are documents that safeguard your wishes for the distribution of wealth to your heirs. In addition, if you make charitable giving part of your financial and estate plan, you can continue to support the causes you love. The proper charitable giving strategy is key in helping your wealth go farther. There are many options that provide immediate and/or future tax deductions as well as potentially providing continuous income streams that will help the charity and your loved ones for year in the future.

If you don’t make plans for your estate assets, decisions will be made upon your passing that may not be in line with what you envisioned. To reduce the stress on your loved ones, and guarantee that your legacy is maintained in the manner of your choosing, it is critical to utilize a combination of wills, trusts, insurance policies, and durable powers of attorney to create and overall estate plan. By meeting with our team to generate a written communication of your intent that is legally binding, you can rest assured that your estate will be properly handled. We will work with you on a regular basis to ensure that it is up to date with any changes and wishes.