Estate Planning and Charitable Giving

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.

What is an Estate Plan?

An estate plan is a collection of documents that protect your assets and personal property (your “estate”) and explains how you want to pass them down. It documents your wishes and specifies exactly who will guard those wishes and act on them in your absence.

Financial Freedom Starts with Financial Literacy

We will educate you on:

• Wills
• Living Will
• Health Care Proxy
• Durable Power of Attorney
• Estate
• Trusts: GRATS, Living, Irrevocable, Supplemental Needs, Family, etc.
• Irrevocable Life Insurance Trusts (ILIT)
• Guardians for Minor Children
• Charitable Giving and Trusts
• Which Assets can be transferred into trusts and why
• Joint Account holdings: TOD, ITF, JTWROS, TIC, just to name a few

Design and Implement Your Estate Plan

Once a plan is designed, which encompasses tax planning, personal wishes, detailed asset review and other aspects of your circumstances, we coordinate with your attorney to have the plan implemented.  Once your documents are completed, we review your asset structure to make sure they align with your estate plan.  

We make sure that your plan is complete… from start to finish

We are with you the entire way including making sure the assets that you want into trusts are transferred, beneficiaries are updated, meeting with family members, if needed.  Handholding is something we do best.  We pride ourselves to make sure this part of your planning is completed.