The focus of many estate planning tools is tax minimization. Without proper planning, taxes can consume a significant chunk of your estate capital. However, it’s important that your estate plan not be motivated strictly by tax planning.
Working with an advisor can help you discover strategies you can use to reduce the various taxes your estate will pay on your death, and uncover new ideas to reach your goals.
While the use of professional advisors is a valuable part of the estate planning process, it’s important to remember that our role is to outline and explain the different choices available to you.
We will help you implement your decisions – not make them for you. That way, your estate plan will always reflect your personal priorities and choices.