Estate Planning

With Tax Efficiency

Are you ready for your executor?

Important issues in your estate plan:

  • Estate Checklist

  • Tax effective investments

  • Personal Records Inventory

  • Health Wealth Binder

  • Executor Kit

  • Basic or extensive will questions

Basic estate planning includes an updated will, enduring power of attorney and living will. A powerful plan includes tax effective strategies and efficiencies for the executor such as the important and encompassing Personal Records Inventory and an income and networth spreadsheet.