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Estate Planning

 

Regardless of your age or economic situation, proper planning is essential in ensuring your assets will be preserved and distributed according to your intentions. Without an estate plan, your assets will be distributed according to state and federal laws, not necessarily according to your wishes. Your estate may also be subjected to substantial taxes that are entirely avoidable. The time you spend now will help your loved ones to cope later, and also will ensure your wishes will be fulfilled.

Estate planning involves complex concepts that are regulated by varying state and federal laws.  We firmly believe that managing the transfer of your accumulated wealth is the cornerstone of a lasting legacy.

DeRose FPG will work with your estate planning attorneys and tax specialists to help you create an estate plan solution that considers what you want to do for yourself, your family and friends, and the world around you.

DeRose FPG has particular expertise in:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization