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Estate Planning


Having your wishes followed, transferring your hard-earned Assets and leaving a Legacy all require careful consideration and planning.

How do you know your wishes will be carried out exactly the way you want them to?

It takes a team of professionals to orchestrate a thorough Estate Plan. Most people think about their Legal documents only, but consider the Financial, Tax and Practical impacts of your Plan. For example:

  • Do you want your heirs to inherit income-producing real estate? Or, would you prefer the asset be sold and your heirs get a lump sum?
  • What are the Tax implications for my heirs on IRA accounts?
  • How do I leave something to my Church, and how would that impact the inheritance for my heirs?
These are just some questions that a team of professionals, which include your Attorney, CPA, Financial Advisor and other professionals, can assist you with.