Estate Planning

Let's Create a Plan Together

Two weeks of solid work on his estate may be worth more to an executive than his financial gains of the past ten to fifteen years." - Joseph D. Coughlan

Can you benefit from estate planning? For many successful people, the simple answer is yes. The process of planning one's estate benefits in several ways.

First, you put your personal and business life in order. Taking this first step is important because you move from thinking about their financial well being to actually doing something about it. And getting organized is something that's easy to put off.

Next, you will decide how, when and to whom your estate will be transferred. For many, control is a valuable outcome of the estate planning process.

Finally, the process of planning the transfer of one's estate means that you will thoughtfully consider who will pay taxes on your accomplishments, how much those taxes will be, when taxes will be paid, and how taxes will be funded. Taxes may be unavoidable, but planning today may leave your family legacy intact.

Estate/Asset Protection Strategies

We strive to provide financial strategies in life and to protect the estate for future heirs following death. In our process, what we consider includes but is not limited to: