Devising an estate plan may not be at the top of your “to do” list, yet it plays a vital role in securing your family’s financial future.

A well-designed estate plan can:

We can work with your estate planning attorney to develop a comprehensive estate plan, review and update existing plans, and implement effective strategies for protecting loved ones and passing on wealth to the next generation.

We can facilitate family discussions about important, but often uncomfortable, matters such as the intergenerational transfer of wealth. We can offer professional advice and help the family understand its options. Our assistance can lay the groundwork for ensuring that the core beliefs, faith, traditions and work ethic that built the family fortune will survive – for generations to come.

Estate Planning

At every stage of your financial life, a CPA can help you.

* Provided by Kramer Insurance Services, Inc.