Estate & Trust Planning
Without proper planning, estate taxes may cost you more than half of what you have spent a lifetime earning. Estate planning isn't just for those individuals with large estates. People who consider themselves of moderate means are often subject to federal estate taxes after death.
Taxes are only part of the estate-planning picture. Estate planning can also be important from a business perspective. How will your business interest be valued? How will it be disposed of? Who will fill your shoes in the business?
Estate planning can provide you with solutions to anticipated personal and family problems. How do you provide for a financially inexperienced spouse, an ill parent or a careless child? Will your property be used to meet goals and objectives you've established or will it be controlled by someone you don't even know?
Estate planning frequently requires input from a team of advisors, including your attorney, your insurance agent and your banker. We suggest you start the process with us. We already know many of the details surrounding your personal and business financial situation and can recommend tax strategies that are appropriate to your circumstances.
We can suggest steps to protect your business, too. Think of us as your financial consultants, working with you to increase your net worth, then planning with you to minimize estate taxes. Our total program includes:
- Analysis of net worth
- Investment review
- Family gifting
- Trusts
- Retirement planning
- Family business transfers
Taxes are only one piece of the overall estate-planning picture.
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