Estate Planning

Helping to ensure your intentions are realized in full

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.

If you care about how, and to whom, your property is distributed and wish to ensure that your property is preserved for your loved ones, you need to know more about estate planning.

Pursuing your goals through a better planned estate

Your goals and objectives are personal, but you can’t formulate a successful plan without a clear and precise understanding of what they are. The following are some goals and objectives you might consider:

  • Providing financial security for your family
  • Providing for your favorite charity
  • Enabling your children’s or grandchildren’s education
  • Ensuring that your property is preserved and passed on to your beneficiaries
  • Minimizing estate taxes and other costs
  • Avoiding probate
  • Maintaining control over or ensuring the competent management of your property in case of incapacity
  • Business succession: Transferring ownership of your business to your beneficiaries

 

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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


Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.



Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?