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Estate Planning

Deciding how you'd like your assets to be distributed after your death and avoiding costly estate taxes — are important components of your financial plan. Without proper planning, your loved ones are left to settle your estate — an expensive, time-consuming process riddled with legal red tape. Fortunately, for many people, creating a solid estate plan is as easy as updating beneficiary designations and drafting a will.


Estate planning can help you achieve these important objectives: 

  • Provide for the financial needs of survivors.  
  • Ensure that property is distributed according to your wishes.   
  • Protect assets from the reach of creditors.
  • Avoid the costs and delays associated with probate.   
  • Make provisions for incapacity.   
  • Minimize estate and inheritance taxes.   
  • Allow for an orderly succession in the closely held of family business.


Contact us for a complimentary assessment of your Estate Plan