Estate Planning

Estate Planning is an ongoing fluid process that will change over the years.

Estate planning, along with our Continuous Bridge Process, includes the organization of your financial affairs today in order to minimize stress and allow for the cost-efficient transfer of your personal and business assets to your chosen beneficiaries. A successful estate plan requires integration, bridging together your financial, retirement and business plans, as well as the estate plans of other people you are closely connected to.

Estate planning is guided by both rational and emotional motivations. It is usually an act of care, concern and generosity towards your family. For some, it is a method of providing lasting meaning to the material wealth that a successful career and life has provided. For others, it is simply good business that enhances the chance for those left behind, including key employees to continue to benefit from the years of the business accomplishments.

Determining your estate planning goals may revolve around tangible things such as investment assets, real estate, business assets or intangible things like family harmony.

Estate Planning Principles

  • Will Planning
  • The financial and other needs of your surviving family members
  • Your financial and moral obligations
  • An orderly business succession
  • Tax minimization strategies

Your estate does not stand alone. It needs to be bridged with your financial, retirement and business plans. A good estate plan considers family members and business partners and has the thoughtfulness for flexibility and fluidity.