We start our estate planning process from a “big picture perspective.” Once we get an outline, we then do a deep dive into the more granular questions that need answering. We identify how to preserve, managed, or distributed the client’s assets after death. This process usually begins with the creation or modification of a will. Estate planning can be lengthy, but it’s essential to be thorough. Estate planning often includes, but is not limited to:

  • Estate Tax Planning
  • Appointing a Guardian for descendants if needed
  • Naming an executor
  • Updating beneficiaries on financial documents
  • Funeral arrangement planning
  • Discussing QCDs
  • Durable Power of Attorney discussion
  • Trust creation