What will happen
to your estate after your death?Typical
estate planning products include Wills, Trusts, Marital Property Agreements,
Health Care and Asset Powers of Attorney, Living Wills, Family Limited
Partnerships, and Buy/Sell Agreements.Our
Trust Department will review your entire financial and personal situation to
determine the best way to channel your assets to your intended heirs as
unscathed as possible from taxes, probate settlement costs, and unintended
heirs.
Our Trust
Department’s estate planning service can benefit you in several ways:
§Unbiased review of your estate plan
§Protection from in competency
§Savings on death taxes
§Protection of heirs
§Privacy for you and your family
Set up an
appointment for a free initial consultation.All information is kept strictly confidential.
Retirement
Planning
Will you have
enough money to live comfortably during your retirement?Our Trust Department provides a retirement planning service that includes
a complete review of all investments and recommendations for future investing
based on your individual needs.The
retirement plan also provides projections of future spending and estimates the
future size of your gross estate.This
service may also be used in conjunction with our financial planning services.
Our retirement planning service can:
§Assist you in estate planning to minimize estate taxes
§Provide investment direction for future investing
§Give detailed projections for future spending and
projections of available assets at time of retirement
