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Estate

Simon Says® effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Without having an effective estate plan in place, your estate may not be distributed as you wish.

Without proper planning, your estate may not be distributed as you’ve envisioned. An effective estate plan uses specific strategies to complement your individual goals.

  • 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.

Download Our Estate Planning Questionnaire  to help you organize your estate information so that together we can start planning for your legacy

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