Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Your estate plan should spell out your healthcare wishes to help ensure that they are carried out. It can even designate someone to manage your financial affairs should you become unable to do so.
An effective estate plan involves coordination between your financial advisor and estate planning lawyer, and can provide some of the following benefits:
Our process does not end with estate planning, but coordinates your estate plan with your overall plans for your business, investments, insurance, and employee benefits.
Estate Management Checklist