Trust & Estate Planning
Trust and estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with an experienced trust and estate planning professional who stays current in this field and who can advise clients on a day-to-day basis.
At Integrity Financial Service, LLC, we have expertise in helping our clients create an estate plan to maximize the estate they leave behind and ensure that these assets are passed on as tax efficiently as possible, while avoiding probate.