Planning your estate
A properly planned estate strategy gives you control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.
Do I need an estate strategy?
Estate planning is peppered with myths, such as estate plans are only for the wealthy or those with complicated estates, but that is not true.
When should I start?
We believe putting an estate strategy in place is an important part of your overall financial strategy, regardless of your age.
How do I get started?
The idea of putting together an estate strategy may sound complicated, but it doesn't have to be. We can help you break the process into smaller pieces.
Naming beneficiaries
One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries.
Should I consider setting up a trust?
There are numerous types of trusts – and reasons each type could make sense for you – depending on your financial and personal situation.
What is probate?
Although states have slightly different rules, probate is the court process that helps ensure your wishes, as outlined in your will, are carried out. Probate is also the process of legal administration for those without a will.
Should I worry about estate taxes?
The estate tax environment is dynamic and differs by state. Taking steps today may help reduce the taxes you or your heirs may have to pay later.