Estate Planning
How do you want to be remembered? Bogue Asset Management believes that this is the core of the estate planning process and the monetary implications of estate planning should be a sub-set of this.
Estate Planning Involves:
- Defining how you want to be remembered
- Developing gifting strategies for loved ones and charity
- Making sure that you have the right estate planning documents executed and they clearly reflect your intent
- Coordinating matters with estate planning attorney’s and other professionals in their field of expertise
- Effectively managing probate issues
- Proper beneficiary designations and periodic review
- Organizing your important information
- Efficient management of projected estate taxes