Estate Planning

The Team

In order to properly plan your estate, regardless of size, you need to consult a number of professional advisors –

Financial Planner: A financial planner is equally as important when you have a large estate, as when you are starting out. Unless you are versed in the different types of markets and the risks, a financial planner can help you develop a plan to reduce your current debt, save for your retirement and create a legacy for your loved ones.

Tax Consultant: A tax consultant can advise you throughout the year, not just on April 15th. Tax consultants can help you determine ways to reduce your tax liability as well as help you estimate your annual tax bill. For larger estates, tax consultants, along with your financial planner and lawyer, can help you to determine what if any estate or gift taxes your estate will have to pay, and develop ways to reduce that amount.

Lawyer: Once you, your financial planner and tax consultant have developed a plan, your lawyer will draft the documents necessary to put your plan into effect.