Your estate is a culmination of your life’s work. It reflects your deepest values and greatest accomplishments.
The process of planning can be emotional but shouldn’t hold you back from ensuring your desires are completed effectively.
Estate planning isn’t only for the ultra-wealthy, seniors, or those with taxable estates. Proper planning doesn’t just take retirement into consideration. Charitable intentions, asset distribution, power of attorney, medical directives, guardianship, and more should be considered.
To ensure your vision is realized to the greatest extent possible, our experts take the time to ensure that your needs are heard and met. Their knowledge in state and federal estate tax law allows them to work with you to maximize wealth transfer and minimize the degree to which tax considerations will hinder your objectives. They can help you achieve a balance between your needs and those legal considerations by listening to your input and defining goals for your estate plan.
Let Christianson help ensure your goals and wishes are met in the most tax-efficient way possible.
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