Our estate planning professionals do more than just protect your estate from tax liabilities. With this service we do the following:
- Learn about your assets; understand your goals
- Understand your current financial situation and your future objectives
- Make recommendations to protect your estate now and in the future
- Work with you, your attorney, other financial advisors to formalize your wishes
But most importantly, we focus on developing a plan that minimizes the emotional and administrative burdens of your heirs. We want your heirs to honor and cherish your memory and wishes instead of fighting over your remains.
There are several key factors in helping you manage and preserve your wealth, and HCA & Co. can help with them all:
- Income Tax Planning
- Financial Planning
- Education Planning
- Succession Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Gift/Philanthropic Planning