Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept may seem simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
At Stuart Financial Group, we offer the following services:
In addition, we can refer you to professionals who provide the following
services to help meet your individual needs:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning