Estate and Insurance Planning: Independence Takes Planning

Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes.

Yet, without planning, huge portions of estates are often sacrificed to taxes. How often do we read about sizable estates being reduced by millions because of estate taxes? It’s unfortunate, but it happens frequently. Let us review your estate plan and outline what it does and does not do. If appropriate, we will refer you to a professional who can modify or establish an estate plan for you. What’s more, we can help you maintain and implement the plan once it’s in place.