Inheritance Planning

Inheritance Planning for You and Generations to Come

Having an effective estate plan is one of the most important things you can do for your family and those you care about. An estate plan is designed to help you control how your assets are distributed by ensuring that your heirs and chosen charities receive what you intend.

It may also help to preserve the value of your assets by managing expenses and taxes, as well as allow you to specify the management of your assets if you become disabled or incapacitated.

You have worked hard to accumulate your assets, and Enterprise Investment Services is here to help you simplify the complex, multifaceted nature of the estate planning process, ensuring that your assets transfer to your desired beneficiaries and not the government. We will work with you to make sure all of your estate-planning documents are up to date, including your will, power of attorney, and living will. We will also create a plan to minimize the taxes and administrative fees involved in passing your estate to your heirs, making the process as easy as possible for all involved.