Estate Planning

 

Estate planning is often thought to be a tool to minimize taxes and probate costs at one's death. However, true estate planning is much more. 

 

It really involves three stages during your lifetime:

  • Accumulation stage - accumulating an estate or wealth.
  • Preservation stage - taking the necessary steps to preserve and grow your wealth to take care of future needs.
  • Distribution stage - determining the manner in which the estate is to be distributed upon death. 

In each of these stages, the primary goal is to carry out the objectives of your estate. We are uniquely qualified to offer the necessary skills and expertise to assist you in achieving your estate planning goals.