Estate Planning

Have you considered your legacy?

For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. We are here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.

Do you want your former spouse to control the assets which are meant for your children? Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Additional estate planning considerations include:

  • Medical Power of Attorney: Under HIPAA law, doctors are prohibited from discussing medical information without authorization.
  • Durable Power of Attorney: Necessary to direct the assets of an incapacitated individual without court approval.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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