Building an Enduring Plan for a Lasting Legacy

Think of it this way: if you don’t plan for your estate, it will inevitably be done for you. Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones. That is why it is important to develop your own estate plan.

An estate plan can encompass many things, but for most people it primarily encompasses a few key things: incapacity planning, asset transfer and estate tax planning, and legacy planning. Estate plans can be very complicated, or they can be incredibly simple. We have dealt with a broad array of different estate situations, complex and simple, and can work closely with your attorney and accountant to help create and implement a plan that works for your wishes and needs.

The key to an effective estate plan is making sure the documents drafted by your attorney actually work – through proper asset titling and updated beneficiary designations. Despite fully executed documents, your estate plan may be rendered useless if the necessary follow-up actions are not completed. We work with you to help ensure the details are addressed to fully enact your plan. To keep your plan relevant, we will also recommend that your estate plan be reviewed if laws or your family situation changes.