Estate Planning

Estate Planning

Your Estate is your legacy, it is everything that you have worked for in your life and it is up to you how it passes to the next generation. We believe if you were standing there passing out your money, you would do it carefully and judiciously and it would look exactly your way. Developing a plan and executing that plan for your legacy is one of the most important exercises you can do. If you don’t have a plan the IRS does, and we are here to help ensure your family, and your charities are getting what YOU intend NOT what the government does. With proper guidance your transfer of wealth wishes will be fulfilled both in life and in death.