Similar to a client’s retirement and future long-term goals, estate planning and the strategies involved may change over time. We work closely with estate attorneys and accountants to provide our clients with peace of mind in all aspects of their finances, including the transference of assets to their beneficiaries or estates.
Estate planning can include the following:
- Formation of a Will
- Limiting estate taxes
- Updating/naming beneficiaries
- Gifting to diminish taxable estate
- Establishing a power of attorney (POA)
- Living Will or health directives