Estate Planning End-Client Email

After reviewing your financial situation, we’d like to discuss formalizing your estate plan to provide for and protect loved ones in the most tax-efficient way possible while maximizing your legacy.

Even if you have worked with an estate planning attorney in the past to draft a will, trust or powers of attorney, it’s important these documents be reviewed by a tax-intelligent financial professional.

By applying our knowledge of tax law and investment vehicles, we can help enhance the impact of your estate plan by:

• Leveraging gifting strategies to pass on assets in a tax-efficient way.
• Illustrating the impact of financial decisions on your cash flow today and estate tomorrow.
• Determining if the right legal guardians for minor children should also be the executor of financial matters for the estate.
• Helping to prepare heirs for their future inheritance.
• Planning for future charitable gifts from your estate, such as scholarships or community donations.
• Estimating and minimizing tax implications for the transition of your estate.

Without a tax-intelligent estate plan, your heirs could owe significant federal and state estate taxes and state inheritance taxes. However, together we can assemble a plan to minimize the income tax your beneficiaries might have to pay.

Please call our office at your earliest convenience to schedule a discussion about your estate plan. We look forward to helping you design a tax-intelligent strategy to preserve, protect and pass on all that you’ve built.

Best Regards,

Eric Cooper