With You... Through Your Financial Journey


Estate Planning

Anneliese helps clients in understanding the importance of planning for the eventual transfer of their estates to their spouses, children, other heirs, and beneficiaries. Remember, if you do not do your own estate planning, your state of residence has a plan for you, and you may not like the results!

Anneliese will review existing estate planning documents such as Wills and Durable Powers of Attorney, Trust documents, etc. She also helps clients understand more complex estate planning tools, assists them in choosing their estate attorney and working with their estate attorney, if requested. Some of the areas where she could work with you and for you are:

  • Converting a regular IRA into a Roth IRA - a powerful estate planning tool
  • Setting up an IRA that can last for generations
  • Reviewing beneficiary designations
  • Gifting high-growth potential taxable assets now vs. waiting for step up in basis at death of surviving spouse
  • Explaining the use of Trusts, including Generation Skipping, GRATS, QTIP, Charitable Remainder & Lead Trusts
  • Educating clients on gifting to children and grandchildren, including use of Section 529 plans
  • Planning for business transitions