Estate Planning

Wills, Trusts and Estate Planning

The goals of estate planning are to provide for you financially while you’re alive and to maximize your estate to benefit your family and charities following your death. It is all about getting what you want, when you want, to who you want with the least amount of cost and fewest headaches.

For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. Our Wealth Enhancement Group is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.