hat is Estate Planning?

What exactly is estate planning? Does everyone need it? Many people associate the idea of an "estate" with America's wealthiest families like Rockefeller or Ford. But in truth, your estate is simply a list of everything you own at the time of your death — whether you are wealthy, middle-class, or of modest means. An "estate plan" is more than a set of instructions that tells the government who your property should go to after your death.

Proper estate planning allows you to plan for yourself and your loved ones, allowing you to keep control of your affairs. Your estate plan should allow for the possibility of your own disability. It should give what you own to whom you want, when you want, and the way you want. Your estate plan should include fully disclosed and controlled costs for you and for those you love.

Our team concept of collaboration brings us together with you and your accounting, financial planning and insurance professionals to serve your needs comprehensively.

Whatever your situation — Foundation Planning, Estate Planning, Integrated Estate Planning, or Planning For Affluent Individuals and Families — we work with you to design an estate plan that is customized to satisfy your needs and goals, that provides you the ultimate protection, and ensures your family and loved ones will receive the benefit you intend.

Find out more about our Family EstateCare planning process:

• Family EstateCare™ Plan
• Family EstateCare™ Program
• Family EstateCare™ Succession
• Planning for Affluent Families & Individuals