Estate planning is the process of designating who will receive your assets in the event of your death or incapacitation. The one goal is to ensure heirs and beneficiaries receive assets in a way that manages and minimizes estate taxes, gift taxes and other tax impacts. Our professional Estate Planners will assist you with your:
- Will
- Trust
- Health Care Directive
- Living Will
- Power of Attorney
- Insurance: Medical, Life (whole and term) , IUL, Annuities