Timely expert estate planning protects your heirs
After many years of work, you want your assets to pass to your heirs without unnecessary taxes or probate. Most often we see clients who know what they want, but have not taken the time to update their estate plan. Our holistic process provides the means for creating and implementing an estate plan that fulfills your intentions.
Our team of experts includes an estate-planning attorney. Any questions you have regarding passing assets to heirs and estate management can be answered.
Here are the most common estate planning issues we can address:
Organization is the key to a successful estate plan. Our Personal Estate Directory helps clients list what they own and other important questions.
At OneSource, all clients receive an estate plan; and that estate plan is reviewed and updated every year.