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Estate Planning: Plan the Legacy You Want To Leave Behind

Building a nest egg is not only about providing for yourself; many people also desire to make sure that their heirs are provided for as well. Proper estate planning ensures that not only do your assets go to whom you want them to, but also that those individuals are left with as little tax burden as possible. Whether you are interested in giving to charities or to friends and family, there are many options available to those that begin planning early. Working in conjunction with an estate planning attorney, we are able to ensure that your assets are directed where they need to go while adhering to all applicable laws and regulations

  • Review the beneficiaries on all accounts and any existing Wills and Trusts
  • Set up the correct type of trust accounts and transfer assets to them
  • Creating a charitable giving strategy and optimizing tax benefits
  • Establish long-term goals for family legacy and lifetime giving during and after life
  • Minimizing the tax burden to heirs and ensuring liquidity for remaining taxes
  • Providing referrals to estate planning attorneys
  • Facilitate family meetings to clearly communicate a client's wishes
  • Lifetime gifting strategies to family and/or charity

Let us help you create an estate plan that reflects your wishes and values. Contact us today to learn more about our estate planning services.

Staub Financial and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

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