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Goal Setting and Information Gathering
In the first step, we review and analyze your financial situation and help you set your estate planning goals. Issues such as your family structure and personal priorities and values are considered.
Analysis and Planning
After we analyze your assets, liabilities, will, and related documents, we estimate the value of your potential estate. We prepare a detailed asset preservation and disposition plan that meets your goals. Several strategies can be presented to help you maximize the value of estate and minimize the estate taxes and administration costs. We also take into account special estate planning requirements, such as the future needs of your family members (spouse, children, disabled child, elderly parents, etc.).
Implementation
In this phase, we work closely with your attorney, fiduciary, bank trust officer, life insurance agent, investment advisor, or other advisors to ensure the proper implementation of your plan.
Review
Due to the changing economic, regulatory, and tax environment, it is vital to review your estate plan on a regular basis, and modify the plan as needed to achieve your goals. We seek to provide you with personalized recommendations reflecting your unique circumstances.
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