Estate Planning

As a professor you probably have several people and institutions for which you care deeply. Perhaps a spouse, partner, children or grandchildren … a university, a start-up company or charity. In the event of your death, you have specific wishes for those people and institutions.

However, simply having a will or a trust in place does not mean that those wishes will be carried out.

Estate planning is a process that requires a “bottom-up” approach which begins by determining your goals. From there, a number of arrangements may need to be made for assets and property to ensure that your wishes are honored. We can help you identify and put in place the proper legal and financial vehicles necessary to achieve those goals so that the process doesn’t become overwhelming.

A comprehensive approach is also essential in estate planning. We will make certain that actions taken to achieve your estate goals do not conflict with your retirement and financial goals.

If you are interested in attending an Estate Planning Webinar, find out more here.

If you would like to speak with an adviser about your estate planning needs, contact us here.



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