Estate Planning

Have you considered the legacy you want to leave?

Your estate can only go to four places:

  1. Your family
  2. Your charities
  3. Administrative costs
  4. The Internal Revenue Service

Our Wealth Enhancement Group and Certified Estate Planner will help you understand how your assets will be distributed under your current estate plan and existing tax laws. We will then work with your existing legal professionals to formalize your wishes to in order to potentially minimize the administrative burden on your heirs and maximize the value distributed to the people and causes you cherish.

Additional estate planning considerations include:

Medical Power of Attorney: Under HIPAA law, doctors are prohibited from discussing medical information without authorization.

Durable Power of Attorney: Necessary to manage the assets & resources of an incapacitated individual without court approval.

Revocable Living Trust: A way to hold title to & control assets during one’s life but to also provide for representatives to assist during incapacity and after death, transfer assets and income to beneficiaries according to the grantor’ wishes.