In our experience, we’ve found there are clear trade-offs in developing an effective estate plan. While avoiding future taxes is important, a balance must be struck with your ability to enjoy things in the here and now.
At The Penning Group, we help you find that balance. This starts with us understanding your personal story: your lifestyle, expectations and legacy, and how they intersect with the assets you’ve worked so hard to earn.
If you’re unsure about the right-mindedness of your estate plan, please review the subjects noted below and give us a call. Let’s see if we’re the right firm for you.
Wills, Trusts + Power of Attorney
Estate + Gift Tax Planning
Trust + Probate Administration
Health Care Directives + Power of Attorney
Financial Durable Power of Attorney
Family Wealth Transfer Planning