Broker Check

Estates and Trusts

Estate and Trust Conservation

An Estate plan, in conjunction with a Trust, is the best way to pass your inheritance to your heirs, whilst lowering taxes and reducing the threat of long-term care exhausting all your hard-earned life savings.

However, there are ways, with or without trusts, to pass money to the next generation whilst saving on state and federal taxes.

Some people will need an estate plan and a trust during their lifetime. There are steps other people can take to avoid paying for an estate pan and creating a trust. I work with CPAs and Trust attorneys to find the best plan for people who need Estate Plans and Trusts, and for those that don’t.

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.