ESTATE PLANNING IS A CRUCIAL PILLAR OF YOUR FINANCIAL HOUSE
Your entire financial life is built around accumulating assets and protecting them. Proper estate planning is essential to protecting your assets. Our team of experts can help you critically evaluate your estate planning and offer recommendations to maximize and protect your wealth. After your consultation, we can draw up a plan for your estate. This is more than just a will. Our team takes tax and inheritance laws into account and comes up with solutions to protect and pass on your hard-earned assets.
COMPLIMENTARY CONSULTATION FOR ESTATE PLANNING
We offer a complimentary consultation to assess your financial situation and goals. If you decide to work with us, we will draw up a blueprint for your estate planning. You can then opt to work with us to make that blueprint your reality. Our experience and connections make us the right choice for your estate planning. To contact us for a complimentary consultation, please click here.
3 MAIN COMPONENTS OF ESTATE PLANNING
- WILL- a will is the cornerstone of estate planning. A solid will is important to ensure that your assets are divided in accordance with your wishes and to reduce conflicts among family members. We connect you with the right attorneys to make sure your will is legal, up to date, and strategically aligned with you.
- POWER OF ATTORNEY- a power of attorney (POA) grants a person decision-making over your financial affairs if you are incapable of managing them. The importance of having a POA in place before any unseen events occur cannot be overstated. We help you put a plan in place now to prevent legal issues and conflicts later.
- LIVING HEALTH DIRECTIVES- in addition to your will and power of attorney planning, you should also set up a living health directive. This lays out a plan for your medical care and treatment if you are unable to communicate your wishes. Living health directives lay out a plan for medical treatment aligned with your healthcare beliefs and objectives. These plans let your loved ones know how you would like to be cared for in the case of coma, dementia, life support, and more.
TAX STRATEGIES FOR ESTATE PLANNING
Our team can help you with tax strategies in the ever-changing world of estate and inheritance law. Regulations can be complicated when it comes to estate taxes. We have the knowledge and resources to help you plan for the smooth transition of your estate. Our financial architects can put together a tax blueprint that fits the size of your estate and your personal situation. Work with us to prevent any unpleasant tax surprises down the line.
PEACE OF MIND
By working with us and getting your estate planning in order, one of the most valuable things you will gain is peace of mind. Knowing that your affairs are in order and that your estate has been protected, is priceless. By implementing our financial estate plans, you can rest easy knowing that your estate is financially and legally protected for the future of your family.