Trust & Estate Planning

Trust & Estate planning is an extremely important thing to consider sooner than later even though it can be a very difficult topic to address.  As much as we don’t want to admit it, unfortunately we can’t live forever.  It is important to address these issues now to make sure that everything is taken care of according to your wishes after you pass; and to reduce the burden on your beneficiaries who will be the ones handling your estate. We address these issues by partnering with local financial, legal, and insurance advisors to achieve the most tax efficient methods of reaching your long-term goals.

Examples of a few things to consider are:

  • Beneficiary Designations
  • Special Bequests
  • Legacy Planning
  • Asset Protection
  • Charitable Giving
  • Business Transition Planning
  • Several Varieties of Trust structures

Call us today at 262-626-1723 to arrange a no-cost consultation.