Estate Planing

You have worked your entire life to build your estate.  You should have control over what happens upon your death.  What is the vision for your legacy? It may be more than just accumulating a large portfolio.  Your legacy should be determined by the choices that you make today, not by the random assignment of your estate after your death.  You can decide how and to whom you want to leave your estate.

You may need solutions that remain flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of those assets after you die.

The laws governing estate taxes are constantly changing.  To maximize the potential of your estate, it's important that you consult with knowledgeable professionals who stay on top of the current laws.  I can help  develop strategies and solutions to help you direct your resources in a way that funds your desired legacy.