Most of us want to leave a legacy. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Using an effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so. Simply put, a sound financial plan that ensures maximum value to your loved ones may involve trusts and estate planning. Strategic planning can help to minimize or reduce gift, inheritance and estate taxes while preserving more of your assets for those you care about.
We can guide you on how to minimize taxes and maximize gains for your heirs, while assisting in creation and preservation of estates and trusts.
Contact us to schedule an appointment.