The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial independence of you and your family as well as alleviate the financial impact of your death on those you leave behind. Estate planning is a continuous process. Sometimes changes in your life - such as a sudden increase in wealth, a new marriage or remarriage, the birth of a child, a serious illness or a death in the family - can trigger the need for an estate plan evaluation.  A well-constructed estate plan may not only reduce the tax bill, but also help your loved ones understand, resolve and prepare for many of the issues that arise when settling an estate.

We work closely with your estate planning attorney to help understand the process of planning an estate and strategies to protect, conserve and distribute your estate in the most efficient manner possible.



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