WILL & ESTATE PLANNING

Leave more of your money to those you love

What is Will and Estate Planning?

Protect the work of your lifetime

Estate planning is more than just the distribution of assets. It’s about securing your hard-won legacy for the next generation.

An estate plan should also reflect your beliefs, generational goals and sense of purpose. A team that knows you well can create that strategy for you.

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Our approach focuses on three key aspects:

Reducing fees and taxes to preserve more of your wealth.
Making the process efficient to fulfill your wishes in a timely fashion.
Tailoring your will to you and the people and causes you care about.

The benefits of Will and Estate planning

1

It offers for tax advantages for your spouse, such as income splitting.

2

It reduces the estate taxes and probate fees that would be incurred without a will.

3

It allows you to leave charitable gifts to the causes you care about.

4

It gives business owners control over how their business will be managed.

5

It allows you to name executors to implement your final wishes.

6

It optimizes how much wealth you pass on to your beneficiaries.

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Will & Estate planning process.

Our process is thorough, sensitive and tailored to your goals.

Your situation is unique, so we’ll assemble the best team of legal experts to manage it.
We’ll analyze your family’s finances to determine your true net worth.
We’ll help you find the right life insurance solution to keep your family protected.
We’ll work with you to create a will that distributes your assets and names beneficiaries, executors and guardians.
Protect your legal and financial wishes if you are no longer able to make these decisions.
Our strategy will help reduce expenses from the probate process and estate taxes.
Our full-service model helps to settle your estate by coordinating legal documents and financial information.
As your financial situation changes, we’ll work with you to update your will annually.