Essential Asset Management collaborates with a wide range of legacy specialists and attorneys to determine which expert can best address your specific estate planning needs. 

Here are some specific examples of estate planning needs:

• Creating a will
• Establishing a trust
• Limiting estate taxes by setting up trust accounts in the name of beneficiaries
• Establishing a guardian for living dependents
• Naming an executor of the estate to oversee the terms of the will
• Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
• Setting up funeral arrangements
• Establishing annual gifting to reduce the taxable estate
• Setting up durable power of attorney (POA) to direct other assets and investments

For more information, or to discuss estate planning in more detail, please email us.