Estate Preservation

Generally, the goals of estate preservation are to provide for financial security in life and to maximize - given your goals and objectives - your estate for your family following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

• Will and trust design strategies
• Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
• Estate tax reduction techniques
• Insurance analysis
• Qualified plan distribution alternatives
• Family gifting strategies
• Charitable planning