64% of Americans don’t have an estate plan.* Individuals put off estate planning because they think they don’t have enough assets. Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected.

Establishing an Estate Plan

A properly designed and executed estate plan can ensure that your assets and desires are carried out upon your departure. Our advisors use collaborative planning to help you understand the legal and tax requirements of transferring wealth.

In addition, our estate planning services will address:

  • Education and Funding for Children and Grandchildren
  • Philanthropic Goals
  • Succession Planning of a Family Business
  • Providing for the Surviving Spouse
  • Complexities of Family Relationships (i.e. Second Marriage, Divorce)

In more complex cases we will look at strategies, including reducing estate tax and setting up an irrevocable trust.

Creating/Updating your Will

Your will is a living document that requires precise attention to estate planning law. As your life circumstances change, it is imperative to update your will to protect your family members.

Creating a Trust

A trust is created when one person (the trustor or grantor) transfers assets to another person or a corporation (the trustee) to be held for the benefit of himself or others (the beneficiaries). Generally, it is a good idea to establish a trust if you have children or significant assets.

Strategic Alliances to Estate Planning Attorneys

We recommend credentialed estate planners to finalize your estate plan using the strategies we provide. Our advisors’ goal is to ensure your wealth continues on through generations.

*Findings based on a 2014 survey conducted online within the United States by Harris Poll on behalf of Rocket Lawyer from March 28-April 1, 2014 among 2,048 adults.


Estate Plan Organizer