Estate Planning

When people think about estate planning, they may not realize that it is about much more than deciding who to leave their money to after they’re gone. In addition to helping with that decision, I also take the time to review who will be responsible for my clients’ financial and health care decisions while they are still alive if they become unable to make their own decisions. Two of the most common mistakes I see when clients begin working with me is that their assets are not aligned with their ultimate wishes and their documents are out of date.

Available services include:

  • Identify an experienced estate attorney 
  • Review existing estate documents including Wills, Powers of Attorney, Advance Medical Directives, and Trusts
  • Collaborate with estate attorney and tax professional on wealth transfer strategies
  • Monitor status of pending federal legislation
  • Advise on legacy planning 
  • Perform beneficiary audits
  • Advise on gifting strategies
  • Identify estate-tax liability and estate-tax-reduction strategies
  • Provide guidance on donor-advised funds

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