Estate planning is critical to an individual’s financial plan, and must be addressed on meeting your needs, as well as the needs of your loved ones.  Planning can lighten the burden related with aging and deteriorating health, and can give you the financial peace of mind for the people that are dear to you far into the future.

An estate plan can provide tax-efficient transfers of wealth to provide for future generations:
 

• For those who are in committed relationships, estate planning can reduce or eliminate taxes related to inter-generational wealth transfer, while maintaining a financial cushion for your spouse or partner.
• For parents and grandparents, estate planning may include funds for children or a grandchild’s education and support; for care of a family member’s special needs; or for gifting to less fortunate family members.  For parents with young children, estate planning can ensure that the appropriate parties will take care of them upon your death.
• For those who are charitable, estate planning allows you to donate to charities of your choice, organize the timing, frequency, and reason of the donations, and engender considerable potential income and estate tax savings.

We work closely with our clients to attain their estate planning goals by presenting solutions designed to meet their personal and family objectives in a tax-efficient way.