Establish goals, identify special considerations and determine your objectives. Understand who you will want to receive your assets, how they are received and when they will be distributed. Download our Estate Planning Questionnaire
We can help you prepare the groundwork. Your individual and joint assets will be used to calculate the wealth you can pass on to heirs. These assets will also determine any potential tax liability. We can help you assess the current value of your assets and then identify any estate-related documents.
Understand the importance of setting aside cash reserves to provide immediate liquidity for beneficiaries, any business needs and your estate settlement costs.
Estate taxes could potentially be significant, especially if you have accumulated a considerable amount of wealth. If you are subject to an estate tax, we can discuss methods such as trusts to protect your assets.
Consider what tax-saving strategies, such as gifting and charitable donations, there are available which can help to increase the amount of your estate that will be transferred to your heirs.