Estate Planning
Estate Planning for Practicality
Estate Planning is a fundamental aspect of owning wealth. Without a comprehensive and exacting plan for the future, you run the risk of passing on a burden – rather than a legacy – to your loved ones. An effective estate plan is, however, more than the simple assurance of coverage; it can serve as a road map to a more cohesive investment plan, a plan that keeps your present goals in mind while remaining ever-mindful of the uncertainty the future brings.Do you need help with estate planning?
We emphasize a personal approach to estate planning. Rather than focusing on formulaic approaches that can be found anywhere, we stress a relationship that more adequately accounts for your individual nature, creating an estate plan that will supply the peace of mind you’re looking for; one that best serves your vision for the future.Offering effective estate planning techniques like split dollar planning, trusts, and annuity maximizers,
What could I be missing from my estate plan?
Oversights commonly found in estate plans include a failure to integrate business estate with personal estate plans, failure to adequately assess assets of a non-traditional nature, and a failure to account for your desired level of ongoing control over your assets. All of these shortcomings typically result from a formulaic approach that does not adequately cover you as a unique individual.We pride ourselves in fixing and developing estate plans that provide peace of mind, allowing you to be assured that you’re covered.
