381 Mansfield Avenue, Suite 400
Estate planning is about making sure your legacy is protected, which is why we take our work so seriously.
By focusing on the financial aspects of the process, our team can provide the support you need to lay the groundwork of a new estate plan, revise an existing one, or advise on any of your related concerns.
We start by getting all the essential information to help form a complete picture of your life and assets.
Below, you’ll find examples of the most commonly reviewed information in creating your estate plan.
Our team is made up of experienced and skilled financial planning professionals. Once we have all the relevant information outlined above, we will offer our expertise to support your estate plan in these key ways:
By closely analyzing your assets, we can help you decide which ones to retain and which to dispose of to maximize the health of your estate. If outside expertise is required to value and dispose of assets, we will help guide you in choosing the best professional help.
Assets included in your estate may be subject to estate and probate taxes. Our team will help you estimate the impact of these factors while also trying to minimize them.
Planning Liquidity Needs
Managing the cash, or liquidity, aspect of your estate is especially important for your beneficiaries. By carefully planning liquidity needs we will ensure they are well taken care of.
Working Together as Your Estate Plan Evolves
The best estate plans are ones that grow and evolve with your needs. Everything including births, deaths, new marriages, legislation, and employee benefits can all play a role, meaning your plan needs to keep up with the times. We always take this into account and make sure your plan stays relevant well into the future. After your estate plan is complete, staying in contact with our team for the long term is the best way to be sure it is up to date.
To learn more and get started today, schedule a call with us today!