We aim to ensure our client's legacies are carried out according to their desires. Estate planning is important for individuals with retirement assets and other investments, including real estate, businesses, and personal property. Careful planning now also significantly assists those designated to inherit assets.
We can assist with any estate planning concerns you may have and can conduct a review or audit of your beneficiary designations. Now is the time to take steps to close any gaps in potential estate tax liability and ensure your needs, and those of your family, are met.
Our estate planning services include, but are not limited to:
• Review beneficiaries on accounts and verify the proper titling of assets
• Assist in preparing an estate plan based on your needs
• Work with an existing attorney or provide a qualified referral
