Estate/Survivor Planning

Providing guidance to make sure your “Fly West” plan is up to date and takes care of your loved ones.

If you pass away and leave loved ones behind, you will most likely want to make sure that the administration of your estate is manageable and that those who you want to benefit do. Estate planning can be emotional, which is why many procrastinate. Estate planning can be complicated, which is why many plans are not put together properly. Estate related laws and estate tax laws change, which is why many plans are not kept up to date.

We will help you develop your goals and identify the roles and important people who should be part of your plan. We will educate you on different ways to structure your estate, if appropriate. We will calculate the amount of assets that your heirs are projected to receive. And, we will periodically review your plan with you so that you can make sure it stays up to date.