Estate Planning

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The purpose of estate planning is to ensure that the proceeds of your hard work gets passed on to the people you care about the most after you are gone. Estate planning in its simplest form includes wills, power of attorneys, and designating a health care proxy. From there it can get much more complicated. This is why working with a professional can payoff immensely.

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In estate planning we work to ensure that when your assets are passed on, a strategy is in place to help reduce the amount of taxes paid and to determine that certain controls are in place. We are able to analyze your current plan and evaluate its effectiveness towards your goals. If there are changes that need to be made, we can work with your attorney and accountant in implementing a strategy to work towards your objective.   

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Our involvement in the estate planning process will help simplify it for you to give you a greater understanding as to what is in place for when the transition of assets occurs.

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Chadwick Bay Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.