Peace of mind starts with having a plan.
Everyone has an estate. It comprises everything you own – your home, real estate, cars, bank accounts, investments, life insurance, furniture, and other personal possessions.
Estate planning is the process of understanding the interactions between your life goals, your estate resources, and your potential tax liability, then forming a plan going forward. Whether those plans include passing the majority of an estate to your children, providing for someone with special needs, or charitable giving, we can help.
Tax planning is an integral component in maximizing what is available to meet your objectives. We help you develop your estate plan together with your lawyer, and ensure your will is tax efficient and consistent with your goals.