Financial Planning

Estate Planning

Many families are either too busy or too uncomfortable to think about estate planning. Some believe that because they’re self-made, so should their children. A responsible and thoughtful estate plan always starts with a simple living trust, living will, and simple will. That will at least capture your estate tax exclusions and give your loved ones a roadmap for your wishes. More complicated strategies are often utilized to establish your family legacy. Whether you are charitably inclined toward outside entities such as a school or local organization, or inwardly focused on motivating members of your own family, there are strategies to accomplish your goals. If you don’t act in a thoughtful manner, the estate will eventually revert to your heirs’ unfettered, or worse, pay a hefty tax bill to the government. Why not take control, and make a difference.