Estate Planning

What is Estate Planning?

Estate planning is the process of organizing your financial affairs to ensure that your assets are distributed according to your wishes after your lifetime. It involves more than just writing a will; it includes legal directives, asset protection, and ensuring that your loved ones are cared for with minimal tax liabilities and legal hurdles.

Living Wills

Jeff would be more than happy to go through your living will with you and perform a review. If action is required we have esteemed recommendations for estate planning attourneys.

Trusts

Trusts can be tricky and complicated but are crucial when estate planning. Trusts make sure everything goes where you want it to go. Jeff can look through your trust and help make sure its fool proof.

Tax Efficiency

Even if probate is avoided and proper estate planning is executed it is important to be prepared for the potential plethora of taxes. Jeff can provide insight into what some of those taxes are and the best ways to leverage your money to minimize their impacts.

What we can offer YOU!

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