[vc_custom_heading text=”Estate Plan Analysis” font_container=”tag:h3|text_align:left” google_fonts=”font_family:Raleway%3A100%2C200%2C300%2Cregular%2C500%2C600%2C700%2C800%2C900|font_style:500%20bold%20regular%3A500%3Anormal”]
Careful estate planning is a thoughtful and extremely valuable gift that you may bestow upon your heirs. Our goal is to ensure that your assets are passed on as you wish, in a tax-efficient manner, while minimizing the burden on your heirs.
It is important to discuss the complexities of estate law, accounting and administration involved in your estate. Have you worked with an attorney to create your estate plan documents? Are your estate documents current with today’s estate tax legislation? Are you 100% confident that you have your assets titled properly? Estate and asset positioning is a vital step that is too often overlooked. Estate planning does not end with the creation of your planning documents. We feel it is a very important component to discuss when creating or updating your financial plan so your estate plan accomplishes everything you intended.