Estate Planning
Our Estate Planning services are intended to ensure your estate is up to date and is taking advantage of the most recent tax laws while you are retired. Many of the issues we are able to help our clients with include:

Wills

Beneficiary Designations

401(k) Rollovers / “Stretch” IRAs

Roth IRAs

Credit Shelter Trusts

Gifting Strategies

Some other more advanced strategies that we help our clients with along with a
highly qualified estate planning attorney include using Family Limited Partnerships (FLP's), Qualified Personal Residence Trusts (QPRT's), and Irrevocable Life Insurance Trusts (ILIT's).

Every estate is unique which requires different levels of attention and need.  Once a year we will update your overall Retirement Strategy.  This entails updating your income ladders and growth accounts based on the various changing circumstances that have occurred.  We will make sure at this time that your estate is current and is well positioned to be in the most efficient and effective manner possible to execute your strategy.