Estate Planning

Estate Planning

This is the financial planning process of proactively arranging for the distribution of an individual’s assets during their lifetime. Estate planning normally attempts to lower uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Our Wealth Enhancement Group will help you develop a plan to give you confidence, knowing your assets will be disbursed per your wishes while following existing tax law. We will work with your current advisors to complete your plan to potentially reduce the burdens and to take full advantage your assets and how you want them disseminated to your beneficiaries.

If you are divorced you will want to identify who will control your wealth, which is likely intended for your children. The wealth that you leave directly to minor children will be controlled by the guardian if you do not create a simple will or trust. Further estate planning considerations include:

Medical Power of Attorney: Under HIPAA law, doctors are forbidden to discuss medical information without consent.

Durable Power of Attorney: A necessary document needed to direct the assets of an incapacitated individual without court approval.


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This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.