Estate Planning Services

Safeguard Your Family’s Future and Honor Your Wishes 

Building your legacy through estate planning and wealth transfer is a complex task with long-lasting implications. You’ve worked hard for your wealth. How do you want to use it? 

 Estate planning FAQs 

• How does remarriage or owning a business affect your estate plans? 

• Should you delay the distribution of wealth to your heirs? 

• What are the benefits of providing charitable gifts? 

• How can you plan for minor children or those with special needs? 

• Is your estate valued above the federal gift and estate tax applicable exclusion amount or your state’s death exclusion amount? 

Working with a financial advisor to manage the intricate challenges and opportunities associated with estate planning, including wealth transfer and charitable giving, can help secure your family’s future. By structuring your assets to be managed and distributed based on your wishes and goals, estate planning is a tool to help preserve your legacy.  

Estate planning & wealth transfer considerations 

• Delaying distribution: Some individuals choose to delay the distribution of wealth to heirs to encourage financial stability and responsibility. 

• Remarriage considerations: Marriage and remarriage are exciting parts of life. Addressing the complexities of remarriage, including protecting assets and fair distribution, is an important part of the process. 

• Business ownership: Part of wealth transfer is planning for the next phase of your business, whether transitioning to the next generation or selling to new owners.  

• Charitable giving: Many charitably inclined families incorporate philanthropic gifts into their estate plans. Not only does this strategy benefit causes you care about, but it could also reduce your tax liability. 

• Special needs planning: Families with minor children or loved ones with special needs often prioritize financially providing for dependents without jeopardizing their eligibility for other essential benefits. 
• Tax planning: It’s no surprise that tax must be part of your estate planning journey. Managing an estate above the federal gift and estate tax applicable exclusion amount or your state’s death exclusion can create additional complexity.