Estate Planning

What you value is more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead.

A personalized estate plan is crucial to protecting your family and your legacy. A well-constructed strategy can help address your specific estate planning needs including:

  • Potentially minimizing income and estate taxes

  • Transferring wealth from one generation to the next

  • Developing charitable gifting strategies

  • Aligning existing portfolios and retirement accounts with your estate plan

Neither Erik Olsen nor Erik Olsen Financial offer tax, legal or accounting advice.  Please consult with your professional advisors regarding your particular situation.