From passing assets on to heirs to transitioning business ownership, we have helped clients from all walks of life plan for the legacy they envision. In partnership with your estate planning attorney, our team of advisors will take all of this into consideration to help the transition go as smoothly as possible.Įstate planning requires careful examination and expert advice. Many people have valuable assets like family businesses that they wish to remain in the family after their passing. Without professional estate planning, many estates leave their heirs with a significant tax burden which only causes more stress and frustration in a challenging time.Įstate planning is about more than money, of course. In partnership with your tax professional, our advisors work to ensure that your assets and gifts are set up to pass on in the most efficient way possible. Tax planning is another important aspect of estate planning. This can allow your heirs to focus on their own grief process. By working directly with your estate planning attorney and custodian, our goal is to keep communication with your heirs brief but clear and minimize any unexpected delays or expenses. We are sensitive to the fact that this is likely a difficult time for your loved ones. Managing and distributing an estate can be a complex process, which is why we offer a one-to-one partnership with your estate planning attorney in an effort to assure the implementation exactly reflects your wishes. All of this pre-planning allows them to be efficient with their attorney’s time.įor many in the estate planning process, their main concern is decreasing stress and frustration for their heirs. We discuss options to help support their philanthropic goals and hone in on key points. For many of our client families, we use this time to create a vision for their legacy. We take time to get a complete picture of your life, finances and family in order to better advise you through the estate planning process. The most important part of estate planning is first understanding your hopes and fears. This is why we are trusted by so many clients and estate planning attorneys as an integral partner in the estate planning process. At The H Group., we work with you and your professional attorney to help implement an estate plan that honors your wishes and mitigate challenges you might foresee for your heirs. The estate process is almost always emotional and, when combined with legal roadblocks and delays, can become even more stressful for grieving families. Estate Planning What kind of legacy do you hope to leave behind for your family?
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