Estate Planning Considerations
Proper estate tax planning involves structuring the estate plan to maximize the tax benefits allowed by law.
Our team has the expertise to effectively determine the estate planning and wealth transfer strategies for you and your family.
We work with attorneys to ensure:
- Development, refinement of your Will
- Power of Attorney for finances
- Power of Attorney for health care
- Living Will
- Guardianship designation
- Completed beneficiary designation
- Elder law
- Nursing home and Medicaid planning
We have developed and published many helpful resources to help our clients and estate attorneys with estate planning needs.
Blog Posts
Case Studies
Checklists & Worksheets
Our affiliated and separately registered financial planning firm, Copper Leaf Financial, has published these complimentary checklist and worksheet resources on their website.
We have the tools to help you get your financial house in order.
There are benefits to having all of your financial needs met under one roof
Do something wise today
Schedule a time for a free consultation.
*Copper Leaf Financial is an affiliated and separately registered entity.