Estate Planning & Trusts

Estate planning involves all aspects of your life. It involves thinking about what can happen to you, to your health and to your family. That means you need to consider such matters as your assets, debts, future needs and interests as you grow older, and how you can best take care of yourself, your causes you care about and the people close to you.

If you own a business, estate planning also involves ensuring that your business will be in good hands after you retire or when you die.

You need to consider a lot about the legacy you will leave.

Recommendations on types of legal documents (wills, trusts and Power of Attorney)
Life Insurance: Second-to-Die, ILIT (Irrevocable Life Insurance Trusts), Capital Asset Transfer
Gifting strategies
Charitable giving (trusts)
Family partnerships
Business valuations