Estate Planning

Developing a proper estate plan takes thoughtful planning with your loved ones and estate planning professionals.  Important estate planning objectives can include:

• Providing for loved ones

• Retaining control over your assets

• Avoiding probate

• Eliminating unnecessary taxes

• Preparing ourselves in the event of disability/incapacity

There are a number of techniques/instruments that can be employed to ensure your objectives are achieved; among them are: trusts (living or irrevocable), wills, gifts, property titling, and beneficiary designations.

At PlanVest Financial, we work closely with your attorney and tax advisor to help organize your financial affairs to ensure that your wishes are carried out after your death, to make the transition easier for those you leave behind.