Essential Asset Management, LLC   

Estate Planning

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.