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Key Pieces to a Sound Financial Plan:

Estate Planning

Estate taxes can significantly shrink the size of your estate. Together, we’ll focus on shielding your assets through estate tax reduction, tax payment techniques, transfer of property, and custom-designed wills and trusts that will leave an enduring legacy for your loved ones.

We strive to provide for financial security in life and to potentially maximize the estate for heirs following a death. We consider: 

  • Will and trust design strategies  
  • Property ownership alternatives, including the review of titling to coordinate with your overall plan 
  • Estate tax reduction techniques 
  • Life insurance analysis 
  • Qualified plan distribution alternatives 
  • Family-gifting strategies 
  • Charitable planning 
  • Employee stock option analysis