Services
Estate Planning
One planning phase of life that is set aside in all families due to the emotions involved is the death and administration of a parent's estate. If not pre-planned the effects of probate costs and estate taxes can be a shock to all other previous financial goals. We prevent this shock by assessing the value of the estate at all times in our personal planning and monitoring services when we prepare your personal financial statements.
However, upon death family members will need guidance on what to do and when to do it. What trusts are needed and who will administer these trusts? How much will the family need to be involved and who makes certain the desires of the estate owners are honored? How and who will manage and distribute the wealth through the estate settlement process?
We will continue to provide personal monitoring and asset management services up to the point the executor closes the estate. To learn more about our identified 11 factors in estate planning, request trial access to our "Client Reference Center."
