Estate Planning is usually thought of as a discipline which focuses on the distri-bution of assets after death when, in reality, it is an ongoing process of determining how best to accumulate and preserve the results of a lifetime of hard work.
At Delucchi Hawn our Estate Planning services help our clients to answer such vital questions as:
Before making recommendations we first determine your goals such as retirement lifestyle, providing for your heirs, potential charitable gifts, etc.
We also help you assess the net worth of your estate today, and, to project what it might become over time given the implementations of a thoughtful investment strategy.
Understanding your situation, and your goals, enables us to make suggestions based on many years’ of experience in successful estate planning. We can also help you organize the efforts of other professionals – such as attorneys, insurance agents and bank trust departments – a necessary concert for the successful implementation of your estate plan. This coordination ensures that the documents and programs put in place accurately express your personal philosophy.
Our Estate Planning Services available include the design of estates and trusts, long-range tax planning related to inheritance and substantial gifts, planning for charitable giving, filing of all related returns, retirement planning and financial planning.
Let Delucchi Hawn partner in creating your formula for success.