ESTATE & CHARITABLE PLANNING

One of the greatest rewards of wealth is being able to share it with others. You’ve taken care of your own needs and wants, but it takes prudence and planning to make sure your loved ones are provided for and your favorite charities last for generations. Having an estate plan to control the distribution of your assets benefits you, your family, and the causes you care about, and can help you mitigate potential pitfalls in the future. We have the resources to customize a plan designed to not only protect your assets but also help you share your wealth with the people and charities you care about most.

WILLS, TRUSTS, AND ESTATE PLANNING

Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. Our team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.

Do you want your former spouse to control the assets meant for your children? Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Additional estate planning considerations include:

• Medical Power of Attorney: Under HIPAA law, doctors are prohibited from discussing medical information without authorization.

• Durable Power of Attorney: Necessary to direct the assets of an incapacitated individual without court approval.