Services

Estate Planning strategies

It is a common misconception that estate planning applies only to high net-worth individuals and families with large estates who are seeking to minimize inheritance taxes. Estate planning actually applies to anyone who wants to provide financial security for his or her loved ones- it involves making sure that your assets are passed on to whom you want, when you want, and in the manner that you want.  Some people put off estate planning because they already have a will and/or trust in place, but they don't realize that many assets pass outside the provisions of a will or trust and this may result in unintended consequences. Estate planning is not something that should be done only once.  Rather, it is an ongoing process that requires regular reviews to ensure that your strategy remains reflective of your current circumstances and prevailing tax laws. Although we do not provide tax, accounting, or legal advice, we frequently work closely with tax and legal specialists to assist our clients with their estate planning needs.