Estate

ESTATE

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Changes to the Estate Tax exemption limits have dramatically reduced the exposure of many people but Estate Planning remains a necessary piece of your Financial strategy.  Asset protection desires reach beyond your lifetime and can be structured to keep hard earned assets within your direct bloodline.