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Estate planning includes the organization of your financial affairs today in order to minimize stress and allow for the cost-efficient transfer of your personal and business assets to your chosen beneficiaries. A successful estate plan requires integration, bridging together your financial, retirement and business plans, as well as the estate plans of other people you are closely connected to. Estate Planning is an ongoing fluid process that will change over the years.

Estate planning is guided by both rational and emotional motivations. It is usually an act of care, concern, and generosity towards your family.


For some, it is a method of providing lasting meaning to the material wealth that a successful career and life has provided.


For others, it is simply good business that enhances the chance for those left behind, including key employees continue to benefit from the years of business growth and the long-term stability that the founders had as a long term goal.


Determining your estate planning goals may revolve around tangible things such as investment assets, real estate, business assets or intangible things like family harmony.


Estate Planning Principles


  • Will Planning

  • The financial and other needs of your surviving family members

  • Your financial and moral obligations

  • An orderly business succession

  • Tax minimization strategies


Your estate does not stand alone. It needs to be bridged with your financial, retirement and business plans.

A good estate plan considers family members and business partners and has the thoughtfulness for flexibility and fluidity.


If you are ready to start a conversation that links your wealth plan, life plan, and estate plan together, be sure to contact our office for a free consultation.

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