Estate, Gift, Charitable and Legacy Planning

Many people think of Estate Planning as planning for their death and shy away from addressing it. Yet, many aspects of an effective estate plan should start many years before you die and can prove extremely beneficial for you and your loved ones. This can also be a bonding and deepening process, relieving pressure on you and your children. Considerations should include:

• Discussing what aging could look like and how you would want different possible scenarios to be handled

• Giving strategies to make gifts to family and organizations you’d like to support both while living and as a legacy

• Ways to minimize taxes while living and for your estate

• How to maximize your giving to those you’d like to give to

• Ensuring assets are titled properly and beneficiaries are listed appropriately to avoid needless time and expense when transferring assets