Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Everyone Needs an Estate Strategy
Prepare for the Unexpected
We help pair solutions with your financial context.
Help Your Loved Ones and Assets
Strategic moves now can help provide for loved ones tomorrow.
Incorporate Business Succession Strategies
Make a business transition part of your estate strategy.
Your Legacy
Leave behind a lasting impact designed to stand the test of time.
Establishing A Will
Take steps so your assets are distributed according to your wishes.
Naming Beneficiaries
Learn the importance of naming a beneficiary and keeping them up to date.
Understanding Probate
We're available to help with all your probate questions every step of the way.
The Powers
Learn about the various powers of attorney and the important role they can play in your estate strategy.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.