Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during your life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.

It overlaps to some degree with elder law, which additionally includes other provisions such as long-term care.

At Fritz Financial Planning Limited, we understand that Estate Planning is a very emotional conversation.  We will take our time to ensure that your desires are heard.  We encourage family conversations so that there are no surprises when your estate is distributed to your loved ones.  Our financial planning discipline will again help us to ensure that your goals are met.

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