Estate Planning

Strive to ensure that individual wishes are carried out — and that heirs receive assets in a way that minimizes estate, gift, income, and other taxes.

Personal planning can be thought of as a series of tasks that serve to manage an individual’s resources in the event of incapacitation, death, disability, or divorce, including the bequest of assets to heirs and the settlement of estate taxes.
Most plans are set up with the help of one’s personal attorney who is experienced in estate law. Additional important aspects of personal planning are family income protection planning, retirement planning, and college planning.

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A well-designed estate plan can help to meet goals and provide security.

Estate planning can help make certain that the well-thought-out plans we make during our lifetimes will be implemented, and that our family’s financial needs will also be addressed.

We all have goals we want to meet during our lifetimes: the education of our children, a comfortable and financially secure retirement, or perhaps the purchase of a new home. The first step of estate planning is to plan for — and realize — these lifetime goals. This type of planning addresses legal and financial concerns, taking into account goals and tax considerations. It also takes advantage of existing laws and funding vehicles to help save on taxes and optimally manage property during our lifetimes and beyond.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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“I met Will and Jackie during a transitional time in my life where I knew I needed to prepare for retirement, but I did not know how to make it happen. We instantly began looking at my investments, my spending and plans to retire comfortably. While I had been contributing to a standard 401k, purchasing investment properties, and maintaining a sizable savings account, I did not know the best way to grow my money. Will and Jackie took time to understand what I wanted out of retirement and designed a plan so I could make it a reality. Somewhere along the line, we became close friends. They are one of the first to hear of my adventures and significant changes in my life. I am lucky to have Will, Jackie, and their team on my side.”

Stephen P Nehring

Stephen Nehring is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

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Take Control of Your Financial Future.

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