Estate Planning

A properly constructed estate plan addresses the income needs for today and into the future. An estate plan is the culmination of input from tax, legal, and investment professionals. Input may vary greatly depending on the complexity of family circumstances.

Relevant issues for your own estate plan could include:

• Increasing after-tax income and avoiding the risk of depleting investment income and capital

• Protection against loss of income from death or critical illness

• Protecting your family if you are unable to manage your own affairs

• Passing on assets in the most efficient, tax advantaged manner possible

• Creditor protection

• Will planning and Powers of Attorney

• Business succession funding