You’ve saved and planned in order to enjoy your best life.
Now, it’s time to think about how your wealth can help others. Through proper estate planning, you can set your loved ones up for financial success, and through charitable giving, you can direct your wealth to help your favorite nonprofits.
- Asset protection
- Avoiding probate
- Beneficiary planning & reviews
- Charitable giving
- Controlling the distribution
- Estate tax minimization
- Executor / successor trustee review
- Executor / trustee support services
- Family limited partnerships
- Gifting strategies
- Healthcare directive review
- Power of attorney review
- Property ownership & titling
- Review wills, living wills, trusts
- Spousal benefits review
- Titling of assets
