Estate Planning

What is estate planning? It involves developing strategies for the efficient transfer of wealth from one generation to another. It includes an analysis of legal, tax and personal objectives. Estate planning encompasses everything from making a will to determining the appropriate titling of investment accounts and property. It includes ensuring that the beneficiaries of your assets are who you intend them to be.

It's important to consider what will happen to your assets if something should happen to you. We can discuss different estate planning alternatives you may want to pursue, based on the size of your estate. We can help you prepare for meeting with your estate planning attorney. In retirement, we can assist you in withdrawal strategies that will avoid leaving your heirs with assets that will be heavily taxed.

We assist you in answering the following questions:

• Do you have enough assets titled in each spouse's name?
• Are your assets titled correctly in accordance with your attorney's recommendations?
• Are there special considerations for employee stock options and other complicated assets?