Estate Planning

Protecting Your Wealth and Leaving a Legacy

The fruits of your labor don’t need to end once you pass away. With a little bit of estate planning, you can continue to provide for your family even after you're gone.

Wills and trusts are useful legal tools that can protect your money and assets, as well as outline how they should be used and distributed. A will lays out your final wishes (funeral requests, what to do with your assets, any other instructions after your death), while a trust is an arrangement that grants someone the right to hold, use, and manage specific assets for a specific purpose.

Having a will and trust ensures that your assets are distributed according to your wishes, your loved ones are cared for, legal complications and costs are minimized, and taxes are handled as efficiently as possible.

Benefits to Estate Planning:

Whether you have a family with children and grandchildren, or are just establishing your professional life with no dependents, there are plenty of reasons to begin planning your will and trust. Besides your family, you can name close friends or causes you care about as beneficiaries, giving those you love gifts and financial stability.

Asset Distribution

Specify how, to whom, and when your assets should be distributed.

Protection of Beneficiaries

Provide for your family, or protect minor beneficiaries from getting an inheritance before they're ready.

Preserve Wealth

Minimize estate taxes, and ensure your assets are safe from creditors and lawsuits.

Avoid Probate

Distribute your assets privately, saving your beneficiaries from going through the expensive and time consuming probate process.

Customization and Flexibility

Create a plan personalized for your needs, circumstances, and family dynamics so that your estate plan aligns with your priorities.

Peace of Mind

You can be confident that your wishes will be carried out and your legacy is preserved.