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Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so..

  • Tax Efficient Family Wealth Transfer
  • Organization of Documents
  • Review Legal Documents
  • Review Beneficiaries/Philanthropic Planning
  • Insurance Planning - Life Insurance, Disability Income Insurance, Long-Term Care Insurance 
  • Tax Planning and Optimization
  • Trusts (Revocable Living, SLATs, Irrevocable, etc.)
  • Charitable/Philanthropic Planning
  • Work with Estate Planning Attorneys to Update or Create Legal Documents
  • Work with Estate Planning Attorneys to Correctly Title Assets and Investment Accounts
Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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3 important insurance considerations for retirees

3 important insurance considerations for retirees

In retirement planning, evaluating your insurance policies is a good policy.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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