We will work with you to create an action plan that identifies the steps needed to ensure your estate transitions effectively to your beneficiaries. We will look at the tax implications, insurance vehicles, and various aspects of your estate, and work with you to maximize the value you’re transferring to your heirs.

Another consideration for your estate planning is your protection should you be incapacitated. You can grant Power of Attorney (POA) to the person you trust to make decisions for you, should you not be able to make them for yourself.

Will my estate be hit by a whopping tax bill?
If you don’t have the answers to these questions, we can help.

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If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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