Secure Your Legacy with Precision
Estate Planning
Navigate the complexities of estate planning with our expert guidance. Ensure your assets and values are preserved and passed on exactly as you envision with our comprehensive Estate Stress Test.
Schedule Your Estate Consultation
Ready to secure your legacy? Fill out this form to schedule a consultation with our experts.
Simple Steps to a Secure Future
How it Works
Our thorough process ensures your estate plan covers all aspects of asset distribution and family needs.
Step 1
Meet with our experts to outline your estate goals and discuss potential strategies.
Step 2
Evaluate your current assets and formulate an optimized plan for your needs.
Step 3
Implement the designed strategies to protect and allocate your assets.
Step 4
Regular updates to your plan ensure it aligns with life changes and legal standards.
01
Estate Stress Test
With probate ranging from 12 to 36 months, when was the last time you put your estate through a stress test? Our test will help identify the holes or leaks in your current plan so you can generate a more robust estate plan.
02
Designate Beneficiaries
When it comes to estate planning, it is common to decide who will inherit your assets. But the decision should go further than just determining who your money will go to after your passing. You should also look at the possible tax consequences, step-up in basis or inheritable options your account has. Have you determined if your accounts are being transferred per stripe or per capita? If you’re not sure, schedule a time to have one of our experts check for you.
03
Wealth Transfer
Since you have spent your lifetime accumulating wealth, it is now time to think about the best, most tax efficient way to pass on your assets to your beneficiaries. Handled correctly, your wealth can be turned into generational wealth, allowing your hard work to take care of your great, great grandchildren. Want to learn how? Don’t hesitate to reach out to our financial planning.
04
Special Needs Planning
Our mission is to help establish financial security for all families. Designed for parents and siblings of people with special needs, our Special Needs Planning provides a comprehensive special needs life plan for those who want to ensure lifelong financial security for their family member with special needs.
05
Second Marriage Planning
Tying the knot again can present some challenges, especially when it comes to finances. Want to do the right thing for everyone in your “blended family”? With our Second Marriage Planning, our experienced estate planning attorney will work closely with you to create a plan that fits the needs of you and your new family.
06
Enhanced Payout Options
Estate planning involves more than figuring out who will inherit your assets; it also involves how and when your beneficiaries will receive them. Don’t know how to approach this? Our estate planning professionals will advise and help you choose the best way to release your inheritances.
Help center
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Get in touch with us.
It's advisable to review your estate plan at least every three to five years or after any major life event such as marriage, the birth of a child, or receiving a large inheritance.
Everyone should consider estate planning. It's essential for managing your assets and ensuring your family's financial security after your passing, regardless of the size of your estate.
Key documents include wills, trusts, powers of attorney, and healthcare directives. Each plays a vital role in securing your estate and health wishes.
Yes, strategic estate planning can minimize taxes and other expenses, ensuring that more of your assets go to your beneficiaries.
Real Stories, Lasting Legacies
Don’t take our word for it
Hear directly from our clients about the peace of mind and satisfaction they've experienced through our personalized estate planning services. Their stories reflect our commitment to securing legacies with care and precision.
Schedule Your Estate Consultation
Ready to secure your legacy? Fill out this form to schedule a consultation with our experts.