Services
Estate Planning
Although estate planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones. With our proprietary Estate Stress Test process, we will run accounts through a 10-step process to make sure that your assets pass on to your beneficiaries or charities the way you envisioned.
Estate Stress Test
With probate ranging from 12 to 36 months, when was the last time you put your estate through a stress test? Our test will help identify the holes or leaks in your current plan so you can generate a more robust estate plan.
Designate Beneficiaries
When it comes to estate planning, it is common to decide who will inherit your assets. But the decision should go further than just determining who your money will go to after your passing. You should also look at the possible tax consequences, step-up in basis or inheritable options your account has. Have you determined if your accounts are being transferred per stripe or per capita? If you’re not sure, schedule a time to have one of our experts check for you.
Wealth Transfer
Since you have spent your lifetime accumulating wealth, it is now time to think about the best, most tax efficient way to pass on your assets to your beneficiaries. Handled correctly, your wealth can be turned into generational wealth, allowing your hard work to take care of your great, great grandchildren. Want to learn how? Don’t hesitate to reach out to our financial planning.
Special Needs Planning
Our mission is to help establish financial security for all families. Designed for parents and siblings of people with special needs, our Special Needs Planning provides a comprehensive special needs life plan for those who want to ensure lifelong financial security for their family member with special needs.
Second Marriage Planning
Tying the knot again can present some challenges, especially when it comes to finances. Want to do the right thing for everyone in your “blended family”? With our Second Marriage Planning, our experienced estate planning attorney will work closely with you to create a plan that fits the needs of you and your new family.
Enhanced Payout Options
Estate planning involves more than figuring out who will inherit your assets; it also involves how and when your beneficiaries will receive them. Don’t know how to approach this? Our estate planning professionals will advise and help you choose the best way to release your inheritances.