Estate planning is the process of arranging your affairs during your lifetime to provide for a thoughtful and efficient distribution of your estate upon your demise. Estate planning also addresses issues that you may face during your lifetime, such as incapacity. Proper estate planning is based not only on your assets and Federal estate tax savings techniques, but also upon the legacy you wish to leave that cannot be quantified in dollars and cents.
Your legacy may be to impart your values to future generations, such as a strong work ethic, community involvement, or giving of time, talent, or treasure to the less fortunate. Your legacy may be the continuance of a business you started that you hope will provide for your family and your employees after your passing. Your legacy may be the continuation of providing loving support and maintenance for your family after your passing, which may require treating your children differently; for example, one child may be the key employee in the family business, may have special needs due to a disability, may have substance abuse issues, may be a spendthrift, or may have sacrificed the most and helped you in your later years of need.
Each of us has a unique legacy to leave. Let us help you ensure that your life's legacy will express your values and priorities, and guide and inspire future generations.