At Eslick Financial, we are committed to working with you and your family to help determine your long-term financial goals. Proper estate planning allows you to transfer wealth on your own terms, whether it be to future generations or your favorite charity. At the same time, it can reduce unnecessary taxes and expenses to help maximize value to your beneficiaries.
Estate planning can give you more control and clarity over a variety of common issues including transferring a business interest successfully, equalizing an inheritance among family members, or simply to protect your assets from estate taxes.
Charitable planning offers a great way to give back to your local community, alma-mater, or any charity of choice. We can offer creative solutions to help meet these philanthropic goals as part of the legacy you leave behind.
To coordinate and implement your estate plan, we will work closely with your other financial professionals and charities to help ensure your goals are being accomplished.