Estate Planning

You work hard for the wealth you’ve built and you want the best for those you leave behind. We’ll help devise the wisest estate planning strategies to meet your desires and the needs of those you care about.

We’re happy to collaborate with your attorney and CPA, as well as help explain your estate plan to your family members if you’d like.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Estate Planning

Related Content

A Primer on Irrevocable Life Insurance Trusts

A Checklist for When a Spouse or Parent Passes

What Is My Life Expectancy?

Understanding the Alternate Valuation Date

Have a Question?