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Estate planning can help transfer wealth to future generations. Individuals spend a lifetime accumulating wealth from business ventures and smart investing. Without proper estate planning, the individual’s family may face an estate tax liability that can consume 45% or more of their life savings, plus the unnecessary administration expenses. They may even be forced to sell the family business. These problems may be avoided with careful planning.

We realize that estate planning is a difficult process. We are dedicated to assisting our clients in avoiding many of the pitfalls of estate planning. Our approach to estate planning is not based solely on maximizing financial savings, but also on meeting your family goals and objectives for the future. We work closely with your other advisors to come up with a plan.

Our recommendations emphasize:

· Health and welfare concerns

· Planning for retirement and preserving the cash flow required for your desired lifestyle

· Charitable giving

· When, how, and to whom your wealth is to be distributed

· Protection from creditors

· Tax considerations

· Other family concerns or issues