Trust & Estate Planning

When requested, we can coordinate with your other professionals (attorney, CPA, insurance, etc.) to help your estate planning needs.  As your financial situation changes and evolves, we can remain available to revisit and update your estate and insurance plans accordingly. We strive to make this process as easy as possible for you.

Comprehensive estate and insurance planning can include:

  • Integration of your insurance, estate planning, and investment management strategies
  • Gifting strategies
  • Recommendations for appropriate insurance coverage and competitive pricing analysis
  • Trust utilization for tax benefits and asset protection goals
  • Ongoing management of estate tax exposure consistent with your dispositive intent
  • Ensuring assets are properly titled and trust accounts are opened and properly funded
  • Comparative analysis and recommendations in 529 Plans versus trust accounts

Our role is to make sure your estate plan and trust documents are up to date and properly executed. Critical to a successful outcome is our ability to provide critical financial information to your accountants, attorneys, insurance providers in order to drive the process to completion. As your financial situation changes and evolves, we will work to ensure your estate and insurance plans are updated accordingly.

Comprehensive estate and insurance planning includes:

  • Integration of your insurance, estate planning, and investment management strategies
  • Gifting strategies
  • Recommendations for appropriate insurance coverage and competitive pricing analysis
  • Trust utilization for tax benefits and asset protection goals
  • Ongoing management of estate tax exposure consistent with your dispositive intent
  • Ensuring assets are properly titled and trust accounts are opened and properly funded
  • Comparative analysis and recommendations in 529 Plans versus trust accounts