Estate Review

Estate planning is not something most of us look forward to, but it it is truly a gift to our family and loved ones to have our affairs in order. Emerick Financial Planning will work with you and your lawyer to make sure that your estate plan covers all the bases and is integrated with your overall financial plan. Though you should engage a qualified attorney to draft most of the necessary documents and provide any needed legal advice, our input helps the process be as efficient and cost-effective as possible.

Here are some of the services that we provide:

  • Help identify and locate all important financial documents
  • Discuss with you some of the personal decisions involved in estate planning
  • Analyze and quantify the effect of estate and inheritance taxes and potential tax reduction strategies
  • Refer you to an attorney when you need one, or work with your attorney if you already have one
  • Compile data for your estate attorney and identify potential estate planning issues for your attorney's consideration
  • Review estate plan to make sure it is integrated with your overall financial plan
  • Assist with updating of titles and beneficiary designations
  • Provide financial education to children and grandchildren
  • Be a resource to you for intergenerational questions that arise in your extended family