Estate Planning Blog Digest

Ready to feel confident that things you value will be distributed according to your wishes when you die? Use this estate planning checklist to begin thinking through your goals, assets, and wishes. Preparing this information now before you first meet with our office for a new plan or a review of your existing plan will make the process smoother and more effective.

Gifting assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.

A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Estate planning is part of long-term planning, no matter what the size of a person’s investment portfolio or their total net worth. It protects the individual and their property, which is why everyone needs an estate plan.