You will learn how the following issues will significantly impact your legacy or the ability to lead the life you want in retirement.

  • Help protect your inheritance and pass on assets tax-efficiently.
  • Help map out your assets and understand if an estate or gift tax will be due.
  • Understand how needing home health care, entering an assisted living physicality, or the dreaded nursing home will impact your assets.
  • Understand your beneficiary designations on your retirement accounts, insurance policies, bank accounts, etc.

In addition, we work closely with your attorney to help them determine your estate planning needs, such as trusts, wills, health care proxy, and power of attorney.