Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during your life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate planning involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

Working with our panels of law firms and trust companies, we can help you in your estate planning.

Receive a FREE Personal Financial Health Check ( worth $250 )

​We can assist in the interpretation of your financial ratios, contact us for a FREE Consultation.

Consultation will be conducted via at your convenience.

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