Beneficiary & Estate Planning

Control your legacy . . .

Estate Planning begins with a conversation.  Some topics that may come up during our discussion may include:

  • Beneficiary Structure
  • Durable & Medical POAs
  • Generation Skipping
  • Joint Ownership
  • Living Will
  • Avoiding Probate
  • Establishing a Living Trust
  • Will Update
  • Establishing a Will
  • Spousal Continuation
  • Tax-free Death Benefits
  • Annual Gifting Programs
  • T.O.D. Registration
  • Special Needs Trust
  • Collaborating with Attorney

Your answers will be unique—and so will the way we work together to assist you with our effective estate planning techniques.  The information we provide is general and intended to get you to ask yourself some important questions.  We ultimately may work with your Estate Attorney or refer you to one of our trusted partners to execute important documents.