Estate planning is imperative, although often neglected. We understand that the topic is not pleasant to think about much less discuss. The uncertainty that surrounds estate planning can be intimidating. There is the misconception that estate planning is a long, expensive and complicated process. While the reasons to procrastinate in your mind mount, estate planning is a vital piece of your financial plan. Estate planning provides peace of mind and offers you the ability to control the transfer of assets and wealth to those you care most about.

You spent a lifetime accumulating assets to provide a safe financial future for you and your family. Now it’s time to make sure these future goals and objectives are going to be achieved when you are not there. We can help you navigate the maze of alternatives so you can rest assured that future generations will benefit from what you have accumulated during your lifetime.

Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

A carefully prepared estate plan will allow you to achieve many goals: ensure the financial security of your spouse; determine what should be left to the children and how their inheritances should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; and empower a reliable executor and trustee to invest and manage the assets in your estate.

Through estate planning, we help clients address the following goals and concerns:

• Formalized wealth transfer to individuals and/or charities
• Protect a child’s inheritance
• Protect estate and beneficiary’s estate from creditors
• Protect a beneficiary from their own spendthrift nature
• Care for a special needs beneficiary
• Planning for minor children
• Leave a philanthropic legacy
• Name a care-taker for your estate if you become unable to do so

At Fincun, we utilize a comprehensive approach to estate planning as we work with clients helping them address their greatest concerns. Our approach is to simplify the process and work in concert with our clients and expert lawyers to develop a solid estate plan.