Everything you need to know about estate planning

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

Better understand your choices and make informed decisions with our complimentary estate planning guide.

It will help you understand important topics such as:

  • Having valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

Contact us for a free copy of the Estate planning guide.

Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

Estate planning guide

Estate planning guide

Contact us for a free copy of the Estate planning guide.