Building wealth is only half the job. Protecting wealth for your loved ones and yourself is equally important. Proper estate planning is important because it ensures that your loved ones and property will be properly cared for and managed in the event of your death.
Estate planning is not just for the wealthy. Everyone has an estate worth planning, regardless of their net worth.
Even if you already have an estate plan in place, it is important to review your plan regularly to account for changes that occur over time. Estate planning will guarantee that those you love are cared for and that your wishes are followed.
We are here to help you with all your planning needs. We invite you to fill out our complimentary consultation request form, so we can meet you.
Given the choice, most taxpayers would rather give to their own charities than pay taxes. With an IRS authorized Charitable Remainder Trust you can do just that ... and enjoy the lifetime benefit of an enhanced income stream.