Estate Planning

Over 25 years ago, after completing Tulane University’s estate planning institute I started specializing in estate planning. I realized that this was a very comprehensive and integral part of anyone’s plan. Now with a threshold of $11,200,000 for a single person and $22,400,000 for a married couple the questions have changed.

Over the years, planning has grown into an all-encompassing process. This process looks at growing, protecting, tax efficiently transferring, and getting your assets to where you truly want them to be. Medicaid, nursing home costs, protecting assets of loved ones or parents; all of these things now fall under the umbrella of estate planning. Working with attorneys, accountants, and most importantly you, we’ve been able to draft, implement, and adapt plans as life changes. Estate planning is not a snapshot, it’s an ongoing process.

Preparing an estate plan is one of the most important things you can do to ensure your loved ones have a secure financial future. Our financial advisors will work with you to lay out an estate plan that helps you maximize your assets. We take the time to get to know your needs and wishes, and will help you develop an estate plan that fits into your current and long-term financial strategy.

Preserving your Assets

Preservation of wealth in the event of a nursing home or in home care has become one of the largest topics facing families today. The need for care has become a pressing issue with more than 1,000 Baby Boomers turning 65, every day. Knowing how to assist you with the web of rules as it applies to Medicaid, is imperative. What to transfer, when to transfer or even IF you should transfer. Do I need a trust? If so what kind? Guiding clients through hard decision is done with a combination of experience, education and a collaboration of professionals. But I think most of all its done with care and compassion that comes from knowing you and what you want.

For more information about our investment planning and financial services, please contact us today at 585-335-5190. We look forward to hearing from you!