The primary issue facing all estates is ensuring that assets are transferred as desired.

A second issue currently facing larger estates is federal and state estate tax. Because of an estate tax credit, an individual can transfer a substantial amount of assets without any estate taxes due to someone, other than a spouse.

Transfers to spouses of an unlimited amount can occur while living or at death without gift or estate tax because of the Unlimited Marital Deduction.

Minimize Taxation with Strategic Estate Planning

Basic estate planning involves giving assets up to a certain amount to an individual other than a spouse or to an entity such as a Credit Shelter Trust with income benefits for the surviving spouse.

Estate Planning Made Simple

Our aim is to provide you with a simple, one page estate report flow chart detailing the distribution of your estates and the approximate amount of estate taxes due. Once armed with this information can we assist in coordination of your comprehensive estate planning package.

Now is a good time to review your estate documents and make sure they are appropriately aligned with your current goals. Having a review with your estate attorney every one to two years is also advisable.

We typically join our clients at all meetings with their estate attorney and we send copies of the Estate and Net Worth Reports to our client’s attorney’s on a regular basis.

Your estate planning flowchart is only one portion of your financial planning reports package. The power of your estate planning report is that it is integrated with your entire financial portfolio.

Before Your First Visit

Please print and complete the Financial Planning Checklist and bring it to your first appointment.