Estate Planning

ESTATE PLANNING

Estate planning is the process of arranging for the orderly distribution of your assets after your death.  Some may remark flippantly “What do I care what happens after I’m dead?” If you have a spouse/partner, children, parents and other loved ones, you should care a lot.

Proper estate planning goes beyond simply preparing a will. It involves taking steps to maximize the amount of money available to your family and loved ones upon your death. Where your family and loved ones are financially dependent on you, it is also important to take steps to plan for their financial support in the event that you die prematurely.

We often work with clients’ financial planners and accountants to come up with a comprehensive estate plan covering all the bases:

• Wills and powers of attorney
• Life and disability insurance
• Investment strategies
• Asset protection
• Minimization of taxes