What happens to your assets after your death should be determined by your objectives and preferences. Some people wish to leave their families a large estate inheritance. Others believe that their assets should be enjoyed during their own lifetimes. Still others want to leave a legacy that supports a cherished cause.
Whatever your preferences, you probably want to keep your assets from being diminished by taxes, and ensure a process that avoids delays, extra costs and potential problems.
- We look at your current assets and at your intentions for them after your death, along with the potential risks and opportunities you face.
- We work with your legal advisors to ensure your peace of mind in your ongoing lifestyle pursuits and in the decisions regarding your legacy.
If you want to create a new estate plan or update an existing one, the advisors at Capelli Financial Services can help you clarify your choices.