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Estate Planning

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Estate Planning Is Not Just for the Wealthy—It’s for Everyone.

Without a solid plan in place, state laws—not you—will decide how your assets are distributed. Whether you’re building a legacy or simply ensuring your loved ones are protected, we’ll help you create a thoughtful estate plan that reflects your wishes and values.

Our Estate Planning Services Include:

 

Will and Trust coordination

Business Succession Strategies

Tax Planning and Gift Strategies

Establishing Powers of Attorney and Healthcare Directives.

Charitable giving

Ongoing reviews as your life evolves

Estate planning is essential for ensuring your assets are managed and distributed according to your wishes. We work closely with investment advisors, attorneys, and tax professionals to give you a comprehensive estate plan that’s easy to understand—and built to last.

Current Trends:

 

Only 32% of Americans have an estate plan, despite 64% acknowledging its importance.

Estate Planning Isn’t Just for the Wealthy—it’s for anyone who wants to make things easier for their loved ones and ensure their values are honored.

Protect Your Legacy. Provide for Your Loved Ones.

Estate planning is about more than passing down assets—it’s about protecting your family, preserving your legacy, and ensuring your wishes are honored. Whether your estate is large or modest, having a plan in place gives you and your loved ones peace of mind.

Why It’s Essential:

  • Avoid Probate Delays: Without an estate plan, your assets could be tied up in court for months or even years.
  • Control Distribution: You decide who receives what, when, and how—minimizing family conflict.
  • Protect Minor Children or Dependents: Appoint guardians and set up trusts to provide for their future.
  • Reduce Taxes: Proper planning can minimize estate taxes and preserve more of your wealth.
  • Make Medical Wishes Known: Include healthcare directives and powers of attorney in case you become incapacitated.

Alarming Statistics:

  • Only 32% of Americans have an estate plan, despite 64% acknowledging its importance.
    (Caring.com, 2024 Wills and Estate Planning Study)
  • 57% of parents with children under 18 have made no plans for their care or guardianship.
    (Policygenius, 2023)

Core Components of an Estate Plan:

  • Will: Outlines your final wishes and names an executor.
  • Trusts: Help manage assets and avoid probate.
  • Power of Attorney: Authorizes someone to manage your financial matters.
  • Healthcare Directive: States your medical preferences.
  • Beneficiary Designations: Ensure assets like life insurance and retirement accounts go to the intended recipients.