Estate Analysis

Poor planning and improper management can greatly decrease the value of your estate. Without a programmed approach to estate conservation and distribution, heirs often are left confused and inconvenienced.

Developing a detailed estate plan involves:

Conducting a thorough inventory of your assets
Gathering data to determine your estate objectives
Developing a "Hypothetical Probate" to illustrate the tax ramifications at your death
Recommending solutions to achieve your desires in conjunction with your other professional advisors