Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life or upon their death. Estate planning typically attempts to eliminate uncertainties over the administration of  probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of an estate plan is determined by the specific goals of the client and may be as simple or complex as the client's needs dictate. At PATHFINDER WEALTH ADVISORS we discuss your estate distribution goals, your concerns and review your existing asset registration and estate documents. We serve as both educators and strategists to help our clients understand their own net worth and the potential impact of taxes and expenses on assets available for survivors or charity. We will work closely with your Estate Planning attorney to develop and implement an estate plan based upon your goals.

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