Once you’re confident in your investment and retirement income plan, you may turn your focus to the protection of your assets during life and the eventual distribution of your property.

The likely component of your estate plan will include:

  • Financial Powers of Attorney for the continued protection of your assets if incapacitated.
  • Medical Powers of Attorney and an Advanced Health Directive to direct someone to make medical decisions, including the extraordinary measures to prolong life, when you are unable to do so.
  • Last Will and Testament to communicate your final wishes pertaining to custody of minor or disabled children and bequests of property.
  • Revocable Living Trusts to determine who will get your property when you die. They are “revocable” because you can make changes to them and they are “living” because you make them during your life time.

Our role is helping you select the gift asset and charitable structure that will meet your philanthropic needs in a tax efficient manner.

Highly appreciated assets like real estate and low-basis stock make ideal gifts to charitable causes. Qualified accounts such as IRAs present an opportunity for tax-advantaged giving as well. We manage trust accounts, private foundations, and donor advised funds to support client’s more complex philanthropic goals.

We will either collaborate with our affiliate partners at Raffa, PC or your attorneys and CPAs, to help you protect your assets and realized your most cherished aspirations.