Our staff, headed by Certified Financial Planners and CPAs specializing in tax matters, will work together with your attorney to create an Estate Plan that is right for you.In doing so, we research and implement key tax opportunities in passing on wealth while also showing sensitivity to your particular needs for cash flow now and in the future. Beyond the Estate Plan itself, we help make sure that your mix of Wills, Trusts and Insurance policies is appropriate for you.We are skilled in reading the legal language of such documents and in explaining what they mean to you in plain English.
Using the information in your Wills, Trusts and Insurance documents, we prepare uniquely tailored Estate Flowcharts that show how your specific assets will be divided among your heirs.These Flowcharts make it easy for you to review how your assets will be passed on to the next generation, and to make changes to your plans as you desire.
