Estate planning is an important part of financial planning and we provide counseling to clients of every asset size. We will identify a client’s or family’s goals and recommend an estate plan that clearly identifies authority and control of tax issues. By utilizing wills and trusts, clients are assured that their assets will be distributed in a manner and means that the client directs.
Estate planning is more involved than just your final wishes. While we always respect the planning desires of a client, we take the time to explain the variety of options available. We believe in a team approach to estate planning and will include a client’s accountant, real-estate specialist, business partner, family and physician as needed. Our services for estate planning and estate administration are provided on a cost-effective basis.
Whether you already have a will, or are just starting an estate plan, Snow & Sauerteig LLP can help prepare sophisticated wills, trusts and other estate-planning documents as your circumstances may require. We have the experience to keep your assets secure for future generations while utilizing federal and state tax laws.