Estate Planning

We provide estate planning for women and families and advise on wealth preservation strategies for future generations.

Estate and legacy planning can help ensure that you and your loved ones are prepared in the event of your incapacitation or death. Particularly important for women who are the head of household, an estate plan provides guidelines for making healthcare decisions, carrying out legacy wishes, and distributing assets. It can also reduce the taxes, fees, and court costs incurred by you, your estate, and your family members. To help you and your family with this process, we may:

• Review any current estate planning documents, such as wills, living wills, powers of attorney, or health care proxies
• Discuss the merits of trust planning and review of existing trust documents
• Ensure beneficiary designations are in alignment with the estate plan
• Assess your long-term care risks and develop a wealth preservation strategy
• Accommodate the transfer of intergenerational wealth, staying mindful of the potential impact on financial aid and/or estate and tax implications for all generations involved
• Collaborate with an estate planning attorney on any helpful trust planning
• Encourage discussion on wishes to be carried out beyond legal documents