Estate Planning

Transferring wealth to the next generation in a planned manner

Estate planning is the process undertaken to ensure that loved ones are well taken care off after the death of an individual, the transfer of assets to intended beneficiaries takes place according to the deceaseds intentions wishes and that income taxes are minimized without compromising the deceased`s intentions.

This includes the structuring of asset ownership, creation of trusts, the writing of a will, establishing buy-out arrangements where appropriate and even the establishment of charitable arrangements.

The concept of estate planning is not just for the wealthy or for those with significant assets. For some individuals, 50K or 100K may represent significant assets, while others may feel that significant assets really only begin at some much larger number, such as $1,000,000 or more. So the dollar amount of an individual's estate is not the deciding factor whether estate planning is a valued strategy or not.

Since each individual has a unique financial situation, estate planning solutions are different for each individual. Our estate planning advisor can work with you to chalk out the right estate plan for your unique financial situation.

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