Estate Planning

All that hard work and the discipline to save for retirement has helped you accumulate a nice estate value.  Lets make sure that you do all you can to preserve those hard earned assets and savings long into the future and be able to pass those on to your heirs.

Looking at tax saving strategies, life insurance for estate tax liabilities, enuring you have a will, power of attorney and a living will all up to date with your lawyer, structuring assets like the family cabin or vacation property in a way to ensure they are preserved or passed on to the next generation with the least amount of tax.

Estate planning can seem onerous at first, but if you get a start on it and have the right people to help you through it, it is not actually that bad.  It is also a very important part of your overall plan.