If your goals include providing a financial legacy to future generations, it’s important to have the right estate planning strategies in place. Estate planning can be a complex and emotional process. We will engage with you every step of the way to ensure the estate planning strategies meet your family’s distinct needs, and are oriented with your overall financial goals.
As your financial partner, we facilitate conversations with outside estate planning attorneys to make certain your estate plan meets your needs, and is set up to secure a smooth transfer of assets following your passing. Based on your particular goals and family situation, we will recommend an appropriate combination of the following estate planning documents.
- Last Will and Testament
- Durable Power of Attorney for financial matters
- Medical Power of Attorney
- HIPAA authorization
- Directive to physicians
- Living Will
- Irrevocable Life Insurance Trust
- Revocable living trust
- Irrevocable Trust
- Charitable remainder trust
- Donor-advised trust
- Special needs trust
- Family limited partnership
- Limited liability company