facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Estate Planning

The purpose of Estate Planning is to maximize the estate for heirs while reducing taxes and other expenses.  Estate Planning is the creation of wealth, the preservation of wealth and the conservation of wealth at the time of death.

Like any planning, the process of creating an Estate Plan includes the following steps: 

  • Identify your estate planning objectives
  • Gather Information about your current situation
  • Analysis of current situation
  • Document an appropriate strategy and the eventual outcome of that strategy
  • Identify Action Steps required to implement the strategy
  • Make decisions for action

Estate Planning Documents

  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care

Call 250-658-3908