Estate Planning

Placing your assets where you want, when you want.

Nothing will encourage you to reexamine your estate plan quite like seeing a clear demonstration of just how much of it can be lost to fees and taxes. Estate planning encompasses a large scope of affairs to be put in order. But the basic goals of planning your estate are:

• Minimizing Taxes

• Mitigating or Avoiding Probate (the legal process of administering a person’s estate after their death)

• Providing for your loved ones

• Protecting Assets