Estate planning is a very important area of financial planning, it allows you to pass along your assets as efficiently as possible to your family, charity or anyone else you choose.
One aspect of Estate Planning most seem to focus on is the control of their assets once they’re no longer around to control the assets them selves. Children or even young adults inheriting a large sum or money all at once can be a stressful situation. We work side-by-side with you and an estate attorney to draft up a will or trust that helps control & release some or all of the assets in your estate at ages and/or times you deem suitable for your children, family, charity, etc. to receive them.