Estate Planning

When the time arrives that you're no longer with your loved ones, how do you want to be remembered? Perhaps as a dedicated teacher, as the town's best fly fisher, or as that guy who went crazy with the Christmas lights every winter … We all carve out our own little niche in life, and our loved ones certainly remember us by our passion. For many people, leaving behind a financial legacy is just as important as a personal one. If you'd like to share your hard-earned wealth with family or a favorite charity, we can help.

We'll wade through the complex financial laws and tax codes, minimizing estate taxes, probate costs, and administrative fees to ensure the maximum amount possible goes directly to your heirs and/or your favorite charities. Your options might include:

• Revocable living trust
• Credit shelter trust
• Wealth replacement trust
• Charitable remainder trust
• Other legacy and estate plans

If needed, we will collaborate with an attorney or accountant to ensure we fully utilize legal and tax options to your advantage.