Mr. Whittenburg helps clients manage and protect accumulated wealth. He develops personalized estate planning solutions that are carried out the way each client intends, maximizing financial benefits while minimizing taxes. Although many estate plans will provide for the distribution of assets that occur after death, he can create a variety of trusts and lifetime gifts to shelter family assets from creditors and divorce and minimize tax impact, and establish independent asset management arrangements for convenience. Whether a wealth and estate plan involves only a will or a series of complex business entities and trusts, he will work with executors and administrators to see that all the details are handled properly, honoring his clients’ wishes while protecting their heirs.

What is Estate Planning?

Estate planning is the preparation for the inevitable asset disbursement upon the passing of an individual. If done effectively, a persons estate will pass to their desired recipients without the need for Government interference, otherwise known as probate. Estate planning for the most part is rooted in law, which is due to the nature of the transactions taking place. Upon the passing of a family member there are many things to coinsider, the rights of the survivors (i.e. Wife, Husband, Kids, etc.), the Tax implicatiations of the transaction, contracts involving the decedent and any legally binding documents such as wills and trusts.

Estate Planning is an important and often overlooked part of financial planning. Contact us today to get your personalized estate planning started.