facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

FEE-ONLY COMPREHENSIVE PLANNING

OUR APPROACH

ESTATE PLANNING

Estate planning is more than making a will. Depending on the complexity of your situation, estate planning can involve:

  • Guardian for minor children
  • Special needs situations
  • Medical directive and other end-of-life considerations
  • Bequests to charities
  • Strategies to minimize estate and gift taxes.

We are not attorneys and cannot write a will for you. But we can discuss matters with you so that when you do consult an attorney you will have already considered many important issues. We will:

  • Discuss with you estate issues that are pertinent to your financial situation and how they will affect your beneficiaries
  • Monitor beneficiary designations for your accounts and retirement plans
  • Monitor your executor/trustee/guardian choices
  • Enable you to make informed choices that can then be implemented with your attorney
Schedule an Initial Call