Are your legacy goals addressed through your estate plan? An estate plan is more than a well-drafted will. Its purpose is to ensure your loved ones will have sufficient income after your death to meet their needs, determining the disposition of your lifetime savings and ensuring that your heirs receive the greatest possible portion of your wealth.
To help maximize the benefit of an estate plan, we provide a review of all relevant planning documents. This includes a comprehensive review of asset ownership and an analysis of life insurance, including ownership and named beneficiary. We also prepare estimates of estate tax costs and coordinate implementation of all facets of your estate plan.