A detailed estate plan can provide you peace of mind to ensure your wishes are met and taxes are minimized.
In estate planning, it’s important not only to establish your overall goals but also to employ strategies that preserve family wealth as it passes from one generation to the next. Strategic planning can maximize the value of your estate and provide the most benefit for your heirs.
At DHJJ Financial Advisors, we know your estate plan should be as individual as you are. We’ll help you think through the many issues and create a new plan or refine an existing one to create a comprehensive approach you feel good about. And as your goals and needs change, we’ll be right beside you to make sure your plan adjusts to meet your new wishes.
Our advisors understand that there is no “cookie-cutter” approach that works for all; it takes a lot of different strategies and vigilant review. Our experienced professionals are well trained in assessing your overall financial picture to identify the optimal treatment for each component. Whether it’s making adjustments to your current estate plan, helping you set up and manage trusts, creating a detailed gift plan – or a combination of approaches to achieve everything you want. Because taxes play a huge role in determining the true value of what you pass on, we carefully evaluate their impact and develop plans for tax-efficient wealth transfer. We also coordinate services with the other financial professionals and attorneys that you work with to ensure your plans are implemented smoothly.
We offer families a complete range of high quality estate planning services that include:
• Estate planning
• Trust planning
• Review of Wills, Trusts, and related estate documents
• Business succession planning
• Exit planning
• Wealth transfer strategies
• Gift planning
• Tax strategies to minimize estate taxes
To discuss how DHJJ Financial Advisors can help you create and implement the ideal plan to help protect your family, please contact us at 630.420.1360.