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services: Estate & Gift Planning

Starting Your Estate Plan:

As The Old Adage Goes, "The Hardest Part Is Getting Started."

Since the estate planning process revolves around personal goals and asset ownership, your help in providing detailed information in these areas is critical.

We begin the process by requesting from you a list of important documents and some basic information. An initial meeting is then scheduled, so that we can present a broad overview of the planning process and establish expectations. Next, we guide you through a discussion wherein we listen carefully to the goals and concerns most important to you. Examples of some common goals and concerns include:

  • Financial Security for yourself and family
  • Asset management for minors, special needs children or heirs with an addiction
  • Goal setting to encourage heirs to be responsible citizens
  • Estate plan privacy
  • Family business succession planning
  • Charitable giving
  • Probate minimization
  • Estate and income tax reduction

Once this information is secured, the professionals at Packer Thomas begin work analyzing it and coordinating efforts with your other advisors to arrive at a customized estate plan designed to satisfy your personal objectives.

The work does not stop here. We continue the process by working with your attorney to ensure that the proper legal documents are prepared. Finally, we conclude our work by overseeing the completion of details necessary in properly implementing your plan. Such details may include the coordination of your plan with asset registration, life insurance and retirement plan beneficiary designations, gifting programs and other related matters.

Enjoy the peace of mind that comes with knowing your family’s future is secure.


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