Estate Planning

Protect your financial legacy and make an enduring difference in the lives of loved ones or a favorite charity.

Estate planning can be intimidating and overwhelming, but we are here to make it a positive and life-affirming process. An estate plan is a way to manage the distribution of your assets according to your desires to benefit everyone and reduce additional stress for loved ones. We work with you and/or your CPA to develop a personalized, well-communicated plan to protect your assets and share it with the people and charities you care most about, while minimizing estate settlement costs.

Our Estate Planning Process

Complete Asset Valuation, Ownership, and Beneficiary Review

Recommendations and Analysis of Wills, Trusts, and other Legacy Documents

Elder Care Strategies

Estate Settlement Cost Minimization Strategies

Implementation of Plan Recommendation and Periodic Review

Special Needs Strategies

Want more information about SBC, our processes, or our services?

 Contact us for a no-obligation consultation today.