Broker Check

Estate Planning

  • Using a trust
  • Reviewing beneficiary designations
  • Planning charitable giving
  • Reviewing impact of any new tax laws
  • Reviewing estate documents (wills, trusts)
  • Planning for the succession of a business
  • Analyzing estate tax implications

Are you sure that your money will be used the way you want and go to the people you want after you’re gone?

If you become incapable of managing your affairs while you’re alive, will your finances continue to be managed effectively? Proper estate planning can help you to anticipate your future needs and pass on more of your wealth to your family and charities. It can take into consideration the special concerns of families with minor children, business owners who need to address succession planning or grandparents who’d like to help the grandkids go to college. With a financial plan in place, you can pass on a legacy, not a tax burden, to your heirs.